Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| YOUR ADVOCATES LTD LLP | 11-02-2023 | 09-30-2023 | 300 | 167,584,348 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Wells Fargo & Co New | COM | 251 | $2,990 | 73 | 0.00 | 0.00 | 1 | 1.39 | 09-30-2023 |
| Pool Corp | COM | 252 | $2,849 | 8 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| Schwab Internatnal Small | COM | 253 | $2,806 | 87 | 0.00 | 87 | +Inf | 09-30-2023 | |
| Service Now Inc | COM | 254 | $2,795 | 5 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
