Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
SUREVEST LLC 11-14-2022 09-30-2022 528 367,590,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AVALONBAY CMNTYS INC COM 551 $1,000 4 0.00 0.00 0 0.00 09-30-2022
AMETEK INC COM 552 $1,000 8 0.00 0.00 0 0.00 09-30-2022
AMERIPRISE FINL INC COM 553 $1,000 3 0.00 0.00 0 0.00 09-30-2022
AMERISOURCEBERGEN CORP COM 554 $1,000 6 0.00 0.00 0 0.00 09-30-2022
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