Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | 05-13-2024 | 03-31-2024 | 553 | 2,109,255,493 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MP MATERIALS CORP | COM CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | 11,196 | 12.34 | 03-31-2024 |
| ISHARES TR | RUS MID CAP ETF | 202 | $1,933,006 | 22,987 | 0.00 | 0.00 | -346 | -1.48 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 203 | $1,920,174 | 38,274 | 0.00 | 0.00 | -181 | -0.47 | 03-31-2024 |
| BOEING CO | COM | 204 | $1,891,688 | 9,802 | 0.00 | 0.00 | 441 | 4.71 | 03-31-2024 |
