Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RISE ADVISORS LLC | 01-10-2024 | 12-31-2023 | 618 | 143,009,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MORNINGSTAR MID-CAP ETF | 0 | 501 | $4,436 | 66 | 0.00 | 0.00 | 1 | 1.54 | 12-31-2023 |
| ISHARES MSCI CHINA ETF | 0 | 502 | $4,397 | 108 | 0.00 | 0.00 | 3 | 2.86 | 12-31-2023 |
| CYBERARK SOFTWARE LTD SHS | 0 | 503 | $4,381 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES SILVER TRUST | 0 | 504 | $4,356 | 200 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
