Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACIMA PRIVATE WEALTH LLC | 05-14-2024 | 03-31-2024 | 198 | 271,234,373 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NOVO-NORDISK A S ADR | ADR | Liquidated | $0 | 0 | 0.00 | 52 | +Inf | 03-31-2024 | |
| SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE COMPANY INDEX ETF | ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
| CENTENE CORP DEL COM | Stock | 253 | $15,696 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COMCAST CORP NEW CL A | Stock | 254 | $15,606 | 360 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
