Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTA ADVISERS LTD | 04-24-2024 | 03-31-2024 | 393 | 201,715,551 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CUMMINS INC | COM | 301 | $117,860 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLTOWER INC | REIT | Liquidated | $0 | 0 | 0.00 | 1,300 | +Inf | 03-31-2024 | |
| LULULEMON ATHLETICA INC | COM | 303 | $117,195 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHARTER COMMUNICATIONS INC N | A | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 03-31-2024 |
