Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MONDELEZ INTL INC CL A | 0 | 451 | $6,574 | 91 | 0.00 | 0.00 | -89 | -49.44 | 12-31-2023 |
| UTILITIES SELECT SECTOR SPDR FUND | 0 | 452 | $6,518 | 103 | 0.00 | 0.00 | 1 | 0.98 | 12-31-2023 |
| ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | 0 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P EMERGING MARKETS SMALL CAP ETF | 0 | 454 | $6,274 | 111 | 0.00 | 0.00 | 2 | 1.83 | 12-31-2023 |
