Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CINTAS CORP | COM | 251 | $296,890 | 432 | 0.00 | 0.00 | 14 | 3.35 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO INTRMD | 252 | $295,958 | 9,053 | 0.00 | 0.00 | -2,898 | -24.25 | 03-31-2024 |
| COPART INC | COM | 253 | $295,716 | 5,106 | 0.00 | 0.00 | -139 | -2.65 | 03-31-2024 |
| ISHARES TR | CORE S&P TTL STK | 254 | $293,555 | 2,546 | 0.00 | 0.00 | -170 | -6.26 | 03-31-2024 |
