Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 102 | 539,795,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TERADYNE INC | COM | 101 | $4,436,896 | 39,324 | 0.00 | 0.00 | 878 | 2.28 | 03-31-2024 |
| NEXGEN ENERGY LTD | COM | 102 | $4,392,389 | 565,301 | 0.00 | 0.00 | 9,417 | 1.69 | 03-31-2024 |
| APPLE INC | COM | 103 | $4,365,141 | 25,456 | 0.00 | 0.00 | -586 | -2.25 | 03-31-2024 |
| EATON CORP PLC | SHS | 104 | $3,880,046 | 12,409 | 0.00 | 0.00 | 152 | 1.24 | 03-31-2024 |
