Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVST LLC | 02-07-2024 | 12-31-2023 | 221 | 782,432,666 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MORTGE REL ETF | 151 | $886,849 | 39,966 | 0.00 | 0.00 | -21,903 | -35.40 | 12-31-2023 |
| LOWES COS INC | COM | 152 | $881,919 | 4,043 | 0.00 | 0.00 | -151 | -3.60 | 12-31-2023 |
| ANTERO MIDSTREAM CORP | COM | 153 | $880,492 | 73,558 | 0.00 | 0.00 | -601 | -0.81 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 154 | $858,314 | 3,505 | 0.00 | 0.00 | 169 | 5.07 | 12-31-2023 |
