Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVEO CAPITAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 338 | 829,090,212 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | EXTEND MKT ETF | 201 | $819,798 | 4,986 | 0.00 | 0.00 | 678 | 15.74 | 12-31-2023 |
META PLATFORMS INC | CL A | 202 | $814,816 | 2,302 | 0.00 | 0.00 | 722 | 45.70 | 12-31-2023 |
INVESCO EXCHANGE TRADED FD T | NASDAQ INTERNT | 203 | $811,575 | 22,500 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
VANGUARD WORLD FD | MEGA CAP VAL ETF | 204 | $801,026 | 7,324 | 0.00 | 0.00 | 484 | 7.08 | 12-31-2023 |