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 |
|---|---|---|---|---|---|---|---|---|---|
| CONSOLIDATED EDISON INC | COM | 501 | $45,405 | 500 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 502 | $44,746 | 346 | 0.00 | 0.00 | -80 | -18.78 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 503 | $44,401 | 522 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLMBRG MU | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
