Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT RESEARCH & ADVISORY GROUP INC | 04-17-2024 | 03-31-2024 | 211 | 217,255,167 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REVOLVE GROUP INC | CL A | 301 | $5,949 | 281 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HARLEY DAVIDSON INC | COM | 302 | $5,817 | 133 | 0.00 | 0.00 | 1 | 0.76 | 03-31-2024 |
| SPDR DOW JONES REIT ETF | DJ REIT ETF | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 03-31-2024 | |
| SPDR INDEX SHARES EMERG MARKT ETF | PORTFOLIO EMG MK | 304 | $5,175 | 143 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
