Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TRADE DESK | Common Stock | 151 | $419,617 | 4,800 | 0.00 | 0.00 | 1,161 | 31.90 | 03-31-2024 |
| SPDR S&P 500 VALUE ETF | UIE | Liquidated | $0 | 0 | 0.00 | 0.00 | 2,095 | 31.48 | 03-31-2024 |
| SHOPIFY INC | Common Stock | 153 | $401,286 | 5,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ONEOK INC | Common Stock | 154 | $397,806 | 4,962 | 0.00 | 0.00 | -1,125 | -18.48 | 03-31-2024 |
