Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERCHANGE CAPITAL PARTNERS LLC | 05-08-2024 | 03-31-2024 | 167 | 148,309,467 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 101 | $527,314 | 1,532 | 0.00 | 0.00 | -879 | -36.46 | 03-31-2024 |
| ISHARES TR | CORE TOTAL USD | 102 | $508,920 | 10,677 | 0.00 | 0.00 | 3,250 | 43.76 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA CAP VAL ETF | 103 | $507,081 | 4,235 | 0.00 | 0.00 | -991 | -18.96 | 03-31-2024 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | 104 | $488,845 | 7,125 | 0.00 | 0.00 | 505 | 7.63 | 03-31-2024 |
