Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVEO CAPITAL PARTNERS LLC | 02-06-2024 | 12-31-2023 | 338 | 829,090,212 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 451 | $254,640 | 620 | 0.00 | 0.00 | -12 | -1.90 | 12-31-2023 |
| NOVARTIS AG | SPONSORED ADR | 452 | $253,334 | 2,509 | 0.00 | 0.00 | 275 | 12.31 | 12-31-2023 |
| BANK AMERICA CORP | COM | 453 | $249,225 | 7,402 | 0.00 | 0.00 | -1,210 | -14.05 | 12-31-2023 |
| FIRST TR EXCHANGE TRADED FD | MATERIALS ALPH | Liquidated | $0 | 0 | 0.00 | 0.00 | -218 | -5.24 | 12-31-2023 |
