Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IMA WEALTH INC | 04-24-2024 | 03-31-2024 | 73 | 211,496,980 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET INC | COM | 101 | $1,392,504 | 24,046 | 0.00 | 0.00 | -918 | -3.68 | 03-31-2024 |
| DRAFTKINGS INC NEW | COM CL A | 102 | $1,379,920 | 30,388 | 0.00 | 0.00 | -2,078 | -6.40 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 103 | $1,309,275 | 7,254 | 0.00 | 7,254 | +Inf | 03-31-2024 | |
| EVOLENT HEALTH INC | CL A | 104 | $1,232,675 | 37,593 | 0.00 | 0.00 | -1,753 | -4.46 | 03-31-2024 |
