Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UBS GROUP AG | 05-10-2024 | 03-31-2024 | 18453 | 401,538,677,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 11051 | $4,009 | 64 | 0.00 | 64 | +Inf | 03-31-2024 | |
| ALPINE 4 HOLDINGS INC | CL A NEW | 11052 | $4,005 | 5,649 | 0.00 | 0.00 | 3,116 | 123.02 | 03-31-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | VOLT ROBOCAR DI | Liquidated | $0 | 0 | 0.00 | 421 | +Inf | 03-31-2024 |
