Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACTIVEST WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 438 | 207,621,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL | Liquidated | $0 | 0 | 0.00 | 883 | +Inf | 12-31-2023 | |
| SCHLUMBERGER LTD | COM STK | Liquidated | $18,361 | 335 | 0.00 | 0.00 | 335 | +Inf | 03-31-2024 |
| AMPLIFY ETF TR | AMPLIFY BLUESTAR | 403 | $18,243 | 378 | 0.00 | 378 | +Inf | 03-31-2024 | |
| BANCO BRADESCO S A | SP ADR PFD NEW | 404 | $17,786 | 6,219 | 0.00 | 6,219 | +Inf | 03-31-2024 |
