Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUVESTMENTS CAPITAL LLC | 11-13-2023 | 09-30-2023 | 683 | 192,036,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| REPUBLIC SVCS INC | COM | 551 | $15,676 | 110 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VIATRIS INC | COM | 552 | $15,455 | 1,567 | 0.00 | 0.00 | 1 | 0.06 | 09-30-2023 |
| NUVEEN AMT FREE MUN CR INC F | COM | 553 | $15,434 | 1,497 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| VANGUARD BD INDEX FDS | LONG TERM BOND | 554 | $15,414 | 230 | 0.00 | 0.00 | 3 | 1.32 | 09-30-2023 |
