Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NALLS SHERBAKOFF GROUP LLC | 03-21-2024 | 12-31-2023 | 460 | 112,334,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUBSPOT INC | COM | 451 | $1,162 | 2 | 0.00 | 0.00 | -2 | -50.00 | 12-31-2023 |
| VEEVA SYS INC | CL A COM | 452 | $1,156 | 6 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AMGEN INC | COM | 453 | $1,153 | 4 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| RIVIAN AUTOMOTIVE INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 80 | +Inf | 12-31-2023 |
