Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PROFICIO CAPITAL PARTNERS LLC 02-12-2024 12-31-2023 302 808,910,325
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR RUSSELL 3000 ETF 251 $47,666,057 174,129 0.01 0.01 -334 -0.19 12-31-2023
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