Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARO ADVISORS LLC | 04-18-2024 | 03-31-2024 | 419 | 575,923,971 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROGRESSIVE CORP | COM | 401 | $288,417 | 1,395 | 0.00 | 0.00 | 33 | 2.42 | 03-31-2024 |
| BOEING CO | COM | 402 | $285,741 | 1,481 | 0.00 | 0.00 | -187 | -11.21 | 03-31-2024 |
| FREEPORT-MCMORAN INC | CL B | 403 | $285,158 | 6,065 | 0.00 | 0.00 | 501 | 9.00 | 03-31-2024 |
| PHILLIPS 66 | COM | 404 | $283,918 | 1,738 | 0.00 | 0.00 | 75 | 4.51 | 03-31-2024 |
