Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NOVA R WEALTH INC | 04-12-2024 | 03-31-2024 | 81 | 191,531,965 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 51 | $634,649 | 1,492 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 52 | $553,408 | 1,058 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL MTRS CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 614 | 4.57 | 12-31-2023 |
| META PLATFORMS INC | CL A | 54 | $467,198 | 962 | 0.00 | 962 | +Inf | 03-31-2024 |
