Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 103 | 169,902,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 151 | $586,288 | 1,600 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERICAN EXPRESS CO | COM | 152 | $569,225 | 2,500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NETFLIX INC | COM | 153 | $558,136 | 919 | 0.00 | 919 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 154 | $549,240 | 1,143 | 0.00 | 0.00 | 76 | 7.12 | 03-31-2024 |
