Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | 04-10-2024 | 03-31-2024 | 640 | 217,748,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COUPANG INC | CL A | 251 | $147,657 | 8,300 | 0.00 | 8,300 | +Inf | 03-31-2024 | |
| ALIGN TECHNOLOGY INC | COM | 252 | $147,564 | 450 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LOWES COS INC | COM | 253 | $146,470 | 575 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 2000 GRW ETF | 254 | $146,232 | 540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
