Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRITERION CAPITAL ADVISORS LLC | 04-17-2024 | 03-31-2024 | 345 | 150,040,451 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | 151 | $40,194 | 600 | 0.00 | 600 | +Inf | 03-31-2024 | |
| TRUIST FINL CORP | COM | 152 | $39,916 | 1,024 | 0.00 | 1,024 | +Inf | 03-31-2024 | |
| PEPSICO INC | COM | 153 | $39,903 | 228 | 0.00 | 228 | +Inf | 03-31-2024 | |
| PAYCHEX INC | COM | 154 | $39,788 | 324 | 0.00 | 324 | +Inf | 03-31-2024 |
