Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PLATFORM TECHNOLOGY PARTNERS | 02-13-2024 | 12-31-2023 | 207 | 257,341,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL ONE FINL CORP | COM | 151 | $393,193 | 2,860 | 0.00 | 0.00 | -838 | -22.66 | 12-31-2023 |
| AMERICAN ELEC PWR CO INC | COM | 152 | $390,689 | 5,035 | 0.00 | 0.00 | 857 | 20.51 | 12-31-2023 |
| MONDELEZ INTL INC | CL A | 153 | $386,978 | 5,265 | 0.00 | 0.00 | -429 | -7.53 | 12-31-2023 |
| AB ACTIVE ETFS INC | HIGH YIELD ETF | 154 | $386,377 | 10,596 | 0.00 | 10,596 | +Inf | 12-31-2023 |
