Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INTEGRATED INVESTMENT CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 283 | 363,397,547 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ORACLE CORP COM | Stock | 151 | $785,081 | 6,250 | 0.00 | 0.00 | -123 | -1.93 | 03-31-2024 |
TRANSUNION COM | Stock | 152 | $784,274 | 9,828 | 0.00 | 0.00 | 917 | 10.29 | 03-31-2024 |
ISHARES MSCI INDIA ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
CASELLA WASTE SYS INC CL A | Stock | 154 | $765,847 | 7,746 | 0.00 | 0.00 | -468 | -5.70 | 03-31-2024 |