Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTELLECTUS PARTNERS LLC | 05-03-2024 | 03-31-2024 | 263 | 380,285,323 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 601 | $451,986 | 1,739 | 0.00 | 0.00 | -1,495 | -46.23 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 602 | $451,553 | 939 | 0.00 | 0.00 | -647 | -40.79 | 03-31-2024 |
| UIPATH INC | CL A | 603 | $443,363 | 19,557 | 0.00 | 0.00 | -160 | -0.81 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | HEDGE IND ETF | 604 | $418,285 | 3,828 | 0.00 | 0.00 | -497 | -11.49 | 03-31-2024 |
