Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LESTER MURRAY ANTMAN DBA SIMPLYRICH | 01-26-2024 | 12-31-2023 | 173 | 290,783,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALE S A | SPONSORED ADS | 201 | $510,000 | 32,173 | 0.18 | 0.10 | 16,513 | 105.45 | 12-31-2023 |
| WISDOMTREE TR | INTL SMCAP DIV | 202 | $510,000 | 7,995 | 0.18 | 7,995 | +Inf | 12-31-2023 | |
| MR COOPER GROUP INC | COM | 203 | $510,000 | 7,832 | 0.18 | 0.20 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | 1 3 YR TREAS BD | 204 | $509,000 | 6,202 | 0.18 | 6,202 | +Inf | 12-31-2023 |
