Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUMITOMO MITSUI FINANCIAL GROUP INC | 02-08-2024 | 12-31-2023 | 166 | 3,154,376,360 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 101 | $2,859,739 | 99,331 | 0.00 | 0.00 | -23,794 | -19.33 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 102 | $2,751,961 | 31,390 | 0.00 | 0.00 | 154 | 0.49 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 103 | $2,719,744 | 35,725 | 0.00 | 0.00 | 10,598 | 42.18 | 12-31-2023 |
| SHOPIFY INC | CL A | 104 | $2,466,017 | 31,172 | 0.00 | 0.00 | -88,687 | -73.99 | 12-31-2023 |
