Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 103 | 169,902,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -22,180 | -66.99 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 102 | $1,137,062 | 4,375 | 0.00 | 0.00 | 518 | 13.43 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 103 | $1,109,246 | 5,326 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PATTERSON-UTI ENERGY INC | COM | 104 | $1,094,516 | 91,668 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
