Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUVESTMENTS CAPITAL LLC | 11-13-2023 | 09-30-2023 | 683 | 192,036,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONSTELLATION BRANDS INC | CL A | 351 | $47,865 | 190 | 0.00 | 0.00 | 25 | 15.15 | 09-30-2023 |
| ISHARES TR | RUSSELL 3000 ETF | 352 | $47,542 | 194 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| LULULEMON ATHLETICA INC | COM | 353 | $47,430 | 123 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| HP INC | COM | 354 | $47,379 | 1,844 | 0.00 | 0.00 | 16 | 0.88 | 09-30-2023 |
