Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTELLECTUS PARTNERS LLC | 05-03-2024 | 03-31-2024 | 263 | 380,285,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 401 | $752,113 | 12,201 | 0.00 | 12,201 | +Inf | 03-31-2024 | |
| RH | COM | 402 | $743,535 | 2,135 | 0.00 | 2,135 | +Inf | 03-31-2024 | |
| GARTNER INC | COM | 403 | $736,932 | 1,546 | 0.00 | 0.00 | -25 | -1.59 | 03-31-2024 |
| TJX COS INC NEW | COM | 404 | $733,469 | 7,232 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
