Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 103 | 169,902,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARMADA HOFFLER PPTYS INC | COM | 251 | $257,514 | 24,761 | 0.00 | 24,761 | +Inf | 03-31-2024 | |
| SUN CMNTYS INC | COM | 252 | $256,131 | 1,992 | 0.00 | 1,992 | +Inf | 03-31-2024 | |
| GLOBAL MED REIT INC | COM NEW | 253 | $253,339 | 28,953 | 0.00 | 28,953 | +Inf | 03-31-2024 | |
| ISHARES TR | INDIA 50 ETF | 254 | $252,200 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
