Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SUREVEST LLC | 11-14-2022 | 09-30-2022 | 528 | 367,590,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AES CORP | COM | 451 | $2,000 | 104 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| PORTLAND GEN ELEC CO | COM NEW | 452 | $2,000 | 50 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| PLUG POWER INC | COM NEW | 453 | $2,000 | 87 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
| BAKKT HOLDINGS INC | COM CL A | 454 | $2,000 | 800 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2022 |
