Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACTIVEST WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 438 | 207,621,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SYNOPSYS INC | COM | 301 | $35,195 | 62 | 0.00 | 62 | +Inf | 03-31-2024 | |
| CRESUD S A C I F Y A | SPONSORED ADR | 302 | $35,031 | 3,923 | 0.00 | 3,923 | +Inf | 03-31-2024 | |
| BLACKROCK INNOVATION AND GRW | SHS BEN INT | Liquidated | $32,695 | 4,017 | 0.00 | 0.00 | 4,017 | +Inf | 03-31-2024 |
| MONDELEZ INTL INC | CL A | 304 | $31,990 | 457 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
