Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WESTOVER CAPITAL ADVISORS LLC | 08-08-2024 | 06-30-2024 | 213 | 388,156,605 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 351 | $274,440 | 5,183 | 0.00 | 0.00 | 130 | 2.57 | 06-30-2024 |
| TRUIST FINL CORP | COM | 352 | $272,649 | 7,018 | 0.00 | 0.00 | -45 | -0.64 | 06-30-2024 |
| HURON CONSULTING GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 2,810 | +Inf | 06-30-2024 | |
| SPDR SER TR | BLOOMBERG INVT | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,100 | -19.29 | 06-30-2024 |
