Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACTIVEST WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 438 | 207,621,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 101 | $205,437 | 3,249 | 0.00 | 0.00 | -499 | -13.31 | 03-31-2024 |
| ISHARES TR | U.S. MED DVC ETF | 102 | $192,805 | 3,291 | 0.00 | 0.00 | 1 | 0.03 | 03-31-2024 |
| WISDOMTREE TR | EUROPE HEDGED EQ | 103 | $185,204 | 3,834 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ OIL GAS | 104 | $178,414 | 5,524 | 0.00 | 5,524 | +Inf | 03-31-2024 |
