Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WORLD EQUITY GROUP INC | 08-26-2024 | 06-30-2023 | 317 | 339,471,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NASDAQ INC | COM | Liquidated | $0 | 0 | 0.00 | 112,180 | +Inf | 06-30-2023 | |
| CHEVRON CORP NEW | COM | 152 | $1,209,199 | 7,730 | 0.00 | 0.00 | -7,094 | -47.85 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG INVT | 153 | $1,178,245 | 38,392 | 0.00 | 0.00 | -41,644 | -52.03 | 06-30-2023 |
| UBER TECHNOLOGIES INC | COM | 154 | $1,962,142 | 26,997 | 0.00 | 0.00 | -135 | -0.50 | 06-30-2024 |
