Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INVST LLC | 02-07-2024 | 12-31-2023 | 221 | 782,432,666 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMGEN INC | COM | 351 | $220,933 | 699 | 0.00 | 699 | +Inf | 12-31-2023 | |
SUPER MICRO COMPUTER INC | COM | 352 | $220,154 | 323 | 0.00 | 323 | +Inf | 12-31-2023 | |
BP PLC | SPONSORED ADR | 353 | $217,000 | 4,916 | 0.11 | 4,916 | +Inf | 03-31-2019 | |
ROYAL DUTCH SHELL PLC | SPONS ADR A | 354 | $217,000 | 3,432 | 0.11 | 3,432 | +Inf | 03-31-2019 |