Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 151 | $147,000 | 746 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2022 |
| ENPHASE ENERGY INC | COM | 152 | $140,000 | 505 | 0.04 | 0.03 | 0 | 0.00 | 09-30-2022 |
| ISHARES TR | GLOBAL 100 ETF | 153 | $132,000 | 2,210 | 0.04 | 0.04 | 0 | 0.00 | 09-30-2022 |
| HOME DEPOT INC | COM | 154 | $130,000 | 472 | 0.04 | 0.03 | -3 | -0.63 | 09-30-2022 |
