Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACTIVEST WEALTH MANAGEMENT | 04-24-2024 | 03-31-2024 | 438 | 207,621,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST SOLAR INC | COM | 651 | $4,558 | 27 | 0.00 | 27 | +Inf | 03-31-2024 | |
| RH | COM | 652 | $4,527 | 13 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AURORA CANNABIS INC | COM | 653 | $4,390 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | RL EST SEL SEC | 654 | $4,348 | 110 | 0.00 | 0.00 | -15 | -12.00 | 03-31-2024 |
