Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PINERIDGE ADVISORS LLC 05-16-2024 03-31-2024 924 284,309,036
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
LINDE PLC SHS 401 $6,972 15 0.00 0.00 1 7.14 03-31-2024
LISTED FD TR TRUESHARES NOV 402 $6,932 184 0.00 0.00 -14 -7.07 03-31-2024
SIMPLIFY EXCHANGE TRADED FUN US EQT PLS DWNSD 403 $6,805 219 0.00 0.00 -14 -6.01 03-31-2024
LISTED FD TR TRUESHARES STRUC 404 $6,790 226 0.00 226 +Inf 03-31-2024
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