Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SNOWFLAKE INC CL A | 0 | 301 | $16,915 | 85 | 0.00 | 0.00 | -10 | -10.53 | 12-31-2023 |
| SCHWAB INTERNATIONAL EQUITY ETF | 0 | 302 | $16,632 | 450 | 0.00 | 450 | +Inf | 12-31-2023 | |
| ISHARES GLOBAL TECH ETF | 0 | 303 | $16,551 | 243 | 0.00 | 0.00 | 1 | 0.41 | 12-31-2023 |
| VANGUARD TAX-EXEMPT BOND ETF | 0 | 304 | $16,531 | 324 | 0.00 | 324 | +Inf | 12-31-2023 |
