Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACIMA PRIVATE WEALTH LLC | 05-14-2024 | 03-31-2024 | 198 | 271,234,373 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP ETF | ETF | 201 | $39,243 | 210 | 0.00 | 0.00 | -28 | -11.76 | 03-31-2024 |
| GENERAL MTRS CO COM | Stock | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| STOCK YDS BANCORP INC COM | Stock | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
| AMERIPRISE FINL INC COM | Stock | Liquidated | $0 | 0 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
