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
NEW YORK CMNTY BANCORP INC COM 351 $48,493 15,060 0.00 0.00 0 0.00 03-31-2024
ENVIVA INC COM 352 $22,258 50,574 0.00 0.00 -40,503 -44.47 03-31-2024
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