Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRILOGY CAPITAL INC | 04-17-2024 | 03-31-2024 | 289 | 1,738,191,666 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 351 | $328,687 | 1,542 | 0.00 | 1,542 | +Inf | 03-31-2024 | |
| ARK ETF TR | GENOMIC REV ETF | 352 | $327,681 | 11,394 | 0.00 | 11,394 | +Inf | 03-31-2024 | |
| SOUTHERN CO | COM | 353 | $319,673 | 4,456 | 0.00 | 4,456 | +Inf | 03-31-2024 | |
| FIRST TR EXCH TRD ALPHDX FD | INDIA NFTY50 EQW | 354 | $316,210 | 5,551 | 0.00 | 5,551 | +Inf | 03-31-2024 |
