Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
MOUNT YALE INVESTMENT ADVISORS LLC | 10-11-2023 | 09-30-2023 | 499 | 919,610,715 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
EDWARDS LIFESCIENCES CORP | COM | 401 | $448,934 | 6,480 | 0.00 | 0.00 | -101 | -1.53 | 09-30-2023 |
VIPSHOP HLDGS LTD | SPONSORED ADS A | 402 | $447,271 | 27,937 | 0.00 | 0.00 | 157 | 0.57 | 09-30-2023 |
BCE INC | COM NEW | 403 | $445,411 | 11,669 | 0.00 | 0.00 | 658 | 5.98 | 09-30-2023 |
AVANTOR INC | COM | 404 | $444,303 | 21,077 | 0.00 | 0.00 | 3,801 | 22.00 | 09-30-2023 |