Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES U.S. REAL ESTATE ETF | 0 | 101 | $115,807 | 1,267 | 0.00 | 0.00 | 24 | 1.93 | 12-31-2023 |
| UNITEDHEALTH GROUP INC COM | 0 | 102 | $112,138 | 213 | 0.00 | 0.00 | 163 | 326.00 | 12-31-2023 |
| VANGUARD INFORMATION TECHNOLOGY ETF | 0 | 103 | $109,610 | 226 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DISNEY WALT CO COM | 0 | 104 | $109,549 | 1,213 | 0.00 | 0.00 | 543 | 81.04 | 12-31-2023 |
