Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROFICIO CAPITAL PARTNERS LLC | 02-12-2024 | 12-31-2023 | 302 | 808,910,325 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTERCONTINENTAL EXCHANGE IN | COM | 1251 | $246,039 | 1,916 | 0.00 | 1,916 | +Inf | 12-31-2023 | |
| REGENCY CTRS CORP | COM | 1252 | $245,019 | 3,657 | 0.00 | 3,657 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 1253 | $244,821 | 1,489 | 0.00 | 1,489 | +Inf | 12-31-2023 | |
| DOCUSIGN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -274 | -4.49 | 12-31-2023 |
