Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP | 02-14-2024 | 12-31-2023 | 4 | 126,193,592 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ZIMMER BIOMET HOLDINGS INC | COM | Liquidated | $0 | 0 | 0.21 | 24,781 | +Inf | 12-31-2023 | |
| BOSTON SCIENTIFIC CORP | COM | Liquidated | $0 | 0 | 0.21 | 0.59 | -170,586 | -64.75 | 12-31-2023 |
| NEXTERA ENERGY INC | COM | Liquidated | $0 | 0 | 0.20 | 0.45 | -49,099 | -48.15 | 12-31-2023 |
| VEEVA SYS INC | CL A COM | Liquidated | $0 | 0 | 0.20 | 12,200 | +Inf | 12-31-2023 |
