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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | MSCI EMRG CHN | 401 | $425,396 | 8,184 | 0.00 | 0.00 | -23,777 | -74.39 | 06-30-2023 |
| SOFI TECHNOLOGIES INC | COM | Liquidated | $0 | 0 | 0.00 | 4,279 | +Inf | 06-30-2023 | |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 09-30-2023 | |
| LAM RESEARCH CORP | COM | Liquidated | $419,145 | 652 | 0.00 | 0.00 | 652 | +Inf | 06-30-2023 |
