Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CRITERION CAPITAL ADVISORS LLC | 04-17-2024 | 03-31-2024 | 345 | 150,040,451 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 51 | $558,131 | 9,613 | 0.00 | 9,613 | +Inf | 03-31-2024 | |
| NIKE INC | CL B | 52 | $538,862 | 5,734 | 0.00 | 5,734 | +Inf | 03-31-2024 | |
| GOLDMAN SACHS GROUP INC | COM | 53 | $496,141 | 1,188 | 0.00 | 1,188 | +Inf | 03-31-2024 | |
| ISHARES TR | RUS 1000 GRW ETF | 54 | $460,074 | 1,365 | 0.00 | 1,365 | +Inf | 03-31-2024 |
