Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| US BANCORP DEL | COM NEW | 101 | $725,021 | 16,044 | 0.00 | 0.00 | -2,201 | -12.06 | 03-31-2024 |
| ADOBE INC | COM | 102 | $723,634 | 1,434 | 0.00 | 0.00 | -323 | -18.38 | 03-31-2024 |
| ARCHER DANIELS MIDLAND CO | COM | 103 | $704,261 | 11,213 | 0.00 | 11,213 | +Inf | 03-31-2024 | |
| PIONEER NAT RES CO | COM | 104 | $696,856 | 2,655 | 0.00 | 0.00 | -7 | -0.26 | 03-31-2024 |
