Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUVESTMENTS CAPITAL LLC | 11-13-2023 | 09-30-2023 | 683 | 192,036,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TITAN MACHY INC | COM | 201 | $195,815 | 7,367 | 0.00 | 0.00 | 1,731 | 30.71 | 09-30-2023 |
| COCA COLA CO | COM | 202 | $194,533 | 3,475 | 0.00 | 0.00 | 216 | 6.63 | 09-30-2023 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 203 | $193,723 | 4,431 | 0.00 | 0.00 | 30 | 0.68 | 09-30-2023 |
| MAXLINEAR INC | COM | 204 | $187,545 | 8,429 | 0.00 | 0.00 | 2,042 | 31.97 | 09-30-2023 |
