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 |
|---|---|---|---|---|---|---|---|---|---|
| EBAY INC. COM | 0 | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 2.44 | 12-31-2023 |
| GLOBAL X COPPER MINERS ETF | 0 | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| PLANET FITNESS INC CL A | 0 | 653 | $1,825 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KRANESHARES ELECTRIC VEHICLES & FUTURE MOBILITY INDEX ETF | 0 | 654 | $1,819 | 71 | 0.00 | 0.00 | 1 | 1.43 | 12-31-2023 |
