Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALUES FIRST ADVISORS INC | 04-22-2024 | 03-31-2024 | 214 | 170,611,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 251 | $212,000 | 273 | 0.14 | 273 | +Inf | 09-30-2021 | |
| GREENBRIER COS INC | COM | 252 | $211,552 | 4,061 | 0.00 | 4,061 | +Inf | 03-31-2024 | |
| SPDR SER TR | S&P BIOTECH | 253 | $207,050 | 2,182 | 0.00 | 0.00 | -489 | -18.31 | 03-31-2024 |
| PENTAIR PLC | SHS | Liquidated | $200,743 | 2,350 | 0.00 | 0.00 | 2,350 | +Inf | 03-31-2024 |
