Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
3CHOPT INVESTMENT PARTNERS LLC | 05-15-2024 | 03-31-2024 | 68 | 243,525,102 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
Vanguard S&P 500 ETF | ETF | 1 | $42,425,621 | 88,258 | 0.02 | 0.01 | 364 | 0.41 | 03-31-2024 |
Vanguard Small Cap ETF | ETF | 2 | $21,670,432 | 94,800 | 0.01 | 0.01 | -4,279 | -4.32 | 03-31-2024 |
Nvidia Corp | Common Stock | 3 | $13,340,160 | 14,764 | 0.01 | 0.00 | -215 | -1.44 | 03-31-2024 |
Apple Inc | Common Stock | 4 | $11,365,601 | 66,279 | 0.00 | 0.00 | 8,985 | 15.68 | 03-31-2024 |