Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
AVEO CAPITAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 338 | 829,090,212 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
J P MORGAN EXCHANGE TRADED F | US QUALTY FCTR | 301 | $480,825 | 10,046 | 0.00 | 0.00 | 7 | 0.07 | 12-31-2023 |
VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 302 | $476,906 | 8,176 | 0.00 | 0.00 | -3,318 | -28.87 | 12-31-2023 |
XCEL ENERGY INC | COM | 303 | $470,454 | 7,599 | 0.00 | 0.00 | 33 | 0.44 | 12-31-2023 |
AT&T INC | COM | 304 | $465,972 | 27,770 | 0.00 | 0.00 | 1,194 | 4.49 | 12-31-2023 |