Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INVST LLC | 02-07-2024 | 12-31-2023 | 221 | 782,432,666 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ADOBE INC | COM | 201 | $567,069 | 934 | 0.00 | 0.00 | 19 | 2.08 | 12-31-2023 |
NEXSTAR MEDIA GROUP INC | COMMON STOCK | 202 | $553,690 | 3,202 | 0.00 | 0.00 | -1,028 | -24.30 | 12-31-2023 |
CHEMOURS CO | COM | 203 | $539,129 | 17,953 | 0.00 | 0.00 | -5,107 | -22.15 | 12-31-2023 |
ISHARES TR | NATIONAL MUN ETF | 204 | $535,268 | 4,964 | 0.00 | 0.00 | 1,380 | 38.50 | 12-31-2023 |