Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 3CHOPT INVESTMENT PARTNERS LLC | 05-15-2024 | 03-31-2024 | 68 | 243,525,102 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Pfizer | Common Stock | 151 | $319,181 | 11,502 | 0.00 | 0.00 | -564 | -4.67 | 03-31-2024 |
| Allstate Corp | Common Stock | Liquidated | $0 | 0 | 0.00 | 2,309 | +Inf | 12-31-2023 | |
| Dell Technologies Inc Class C | Common Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -6,486 | -61.30 | 03-31-2024 |
| iShares MSCI EAFE Value ETF | ETF | Liquidated | $0 | 0 | 0.00 | 6,010 | +Inf | 03-31-2024 |
