Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELLEVEST INC 02-06-2024 12-31-2023 388 1,467,164,266
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
2U INC COM 1551 $13,910 11,309 0.00 0.00 -18,465 -62.02 12-31-2023
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