Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFESTEPS FINANCIAL INC | 04-26-2024 | 03-31-2024 | 441 | 132,516,758 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VICI PPTYS INC COM | REIT | 401 | $8,937 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| IONIS PHARMACEUTICALS INC COM | Stock | 402 | $8,670 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| ZSCALER INC COM | Stock | 403 | $8,476 | 44 | 0.00 | 44 | +Inf | 03-31-2024 | |
| BLACKROCK INC COM | Stock | 404 | $8,337 | 10 | 0.00 | 10 | +Inf | 03-31-2024 |
