Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 103 | 169,902,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PALLADYNE AI CORP | COM NEW | 301 | $169,720 | 93,768 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALGONQUIN PWR UTILS CORP | COM | 302 | $164,864 | 26,086 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HUNTINGTON BANCSHARES INC | COM | Liquidated | $0 | 0 | 0.00 | 12,951 | +Inf | 12-31-2023 | |
| HUDSON PAC PPTYS INC | COM | Liquidated | $0 | 0 | 0.00 | 12,175 | +Inf | 03-31-2024 |
