Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC COM | 0 | 151 | $58,147 | 37 | 0.00 | 0.00 | -8 | -17.78 | 12-31-2023 |
| LAMAR ADVERTISING CO NEW CL A | 0 | 152 | $58,083 | 547 | 0.00 | 0.00 | 62 | 12.78 | 12-31-2023 |
| ISHARES ESG AWARE MSCI USA ETF | 0 | 153 | $57,526 | 548 | 0.00 | 0.00 | 4 | 0.74 | 12-31-2023 |
| UNIVERSAL DISPLAY CORP COM | 0 | 154 | $56,908 | 298 | 0.00 | 298 | +Inf | 12-31-2023 |
