Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SIGNIFICANT WEALTH PARTNERS LLC | 05-06-2024 | 03-31-2024 | 149 | 152,384,479 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARDMORE SHIPPING CORP | COM | 51 | $1,236,237 | 75,288 | 0.00 | 75,288 | +Inf | 03-31-2024 | |
| A-MARK PRECIOUS METALS INC | COM | 52 | $1,193,503 | 38,889 | 0.00 | 38,889 | +Inf | 03-31-2024 | |
| DYNEX CAP INC | COM | 53 | $1,185,795 | 95,245 | 0.00 | 95,245 | +Inf | 03-31-2024 | |
| SAGA COMMUNICATIONS INC | CL A NEW | Liquidated | $0 | 0 | 0.00 | 53,004 | +Inf | 03-31-2024 |
