Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DANDA TROUVE INVESTMENT MANAGEMENT INC | 10-13-2022 | 09-30-2022 | 125 | 54,079,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VERTEX PHARMACEUTICALS INC | COM | 151 | $20,000 | 70 | 0.04 | 0.03 | 0 | 0.00 | 09-30-2022 |
| CHEVRON CORP NEW | COM | 152 | $20,000 | 136 | 0.04 | 0.03 | 0 | 0.00 | 09-30-2022 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 153 | $17,000 | 460 | 0.03 | 460 | +Inf | 09-30-2022 | |
| GENERAL ELECTRIC CO | COM NEW | 154 | $16,000 | 262 | 0.03 | 0.03 | 0 | 0.00 | 09-30-2022 |
