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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CTZNS BANCSHARES INC N C CL A | 0 | 351 | $12,988 | 9 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| APPIAN CORP CL A | 0 | 352 | $12,842 | 341 | 0.00 | 0.00 | -50 | -12.79 | 12-31-2023 |
| MARATHON PETE CORP COM | 0 | 353 | $12,825 | 86 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PROSHARES ULTRAPRO QQQ | 0 | 354 | $12,731 | 251 | 0.00 | 251 | +Inf | 12-31-2023 |
