Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVESTAR CAPITAL LLC | 02-12-2024 | 12-31-2023 | 390 | 882,307,349 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 101 | $2,110,606 | 34,075 | 0.00 | 34,075 | +Inf | 12-31-2023 | |
| PHILIP MORRIS INTL INC | COM | 102 | $2,063,260 | 21,673 | 0.00 | 0.00 | 1,878 | 9.49 | 12-31-2023 |
| INTUIT | COM | 103 | $2,058,176 | 3,292 | 0.00 | 0.00 | 360 | 12.28 | 12-31-2023 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 104 | $2,057,578 | 24,820 | 0.00 | 24,820 | +Inf | 12-31-2023 |
