Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS TOOL WKS INC | COM | 201 | $381,599 | 1,415 | 0.00 | 0.00 | -70 | -4.71 | 03-31-2024 |
| EATON CORP PLC | SHS | 202 | $379,116 | 1,212 | 0.00 | 0.00 | -301 | -19.89 | 03-31-2024 |
| AUTOMATIC DATA PROCESSING IN | COM | 203 | $375,899 | 1,497 | 0.00 | 0.00 | -95 | -5.97 | 03-31-2024 |
| KLA CORP | COM NEW | 204 | $371,872 | 532 | 0.00 | 0.00 | 25 | 4.93 | 03-31-2024 |
