Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | 04-10-2024 | 03-31-2024 | 640 | 217,748,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 351 | $85,983 | 300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 352 | $85,260 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WELLTOWER INC | COM | 353 | $85,122 | 911 | 0.00 | 0.00 | 1 | 0.11 | 03-31-2024 |
| EATON VANCE TAX-MANAGED GLOB | COM | 354 | $84,472 | 10,352 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
