Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INFLATION PROTE | 151 | $490,484 | 11,891 | 0.00 | 0.00 | -2,278 | -16.08 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 152 | $487,338 | 1,221 | 0.00 | 0.00 | -16 | -1.29 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 153 | $482,544 | 7,400 | 0.00 | 0.00 | -301 | -3.91 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | INTL DEV STRNGTH | 154 | $478,645 | 13,681 | 0.00 | 0.00 | 2,756 | 25.23 | 03-31-2024 |
