Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JAMES HARDIE INDS PLC | SPONSORED ADR | 351 | $218,835 | 5,409 | 0.00 | 5,409 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CHUNGHWA TELECOM CO LTD | SPON ADR NEW11 | 353 | $217,952 | 5,569 | 0.00 | 0.00 | -22 | -0.39 | 03-31-2024 |
| ROCKWELL AUTOMATION INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 53 | 8.19 | 03-31-2024 |
