Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | 04-10-2024 | 03-31-2024 | 640 | 217,748,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SVCS INC | COM | 51 | $996,593 | 3,836 | 0.00 | 0.00 | -50 | -1.29 | 03-31-2024 |
| AMPLIFY ETF TR | AMPLIFY CYBERSEC | 52 | $965,524 | 15,060 | 0.00 | 15,060 | +Inf | 03-31-2024 | |
| NOVA LTD | COM | 53 | $957,852 | 5,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CHEVRON CORP NEW | COM | 54 | $944,361 | 5,987 | 0.00 | 0.00 | 101 | 1.72 | 03-31-2024 |
