Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKLINE INC COM | 0 | 251 | $25,538 | 409 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOUBLEVERIFY HLDGS INC COM | 0 | 252 | $25,415 | 691 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LINCOLN NATL CORP IND COM | 0 | Liquidated | $0 | 0 | 0.00 | 0.00 | -476 | -31.73 | 12-31-2023 |
| VEEVA SYS INC CL A COM | 0 | 254 | $25,220 | 131 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
