Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AUSDAL FINANCIAL PARTNERS INC | 04-12-2024 | 03-31-2024 | 469 | 861,322,683 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHOPIFY INC | CL A | 701 | $206,816 | 2,680 | 0.00 | 0.00 | -271 | -9.18 | 03-31-2024 |
| PALANTIR TECHNOLOGIES INC | CL A | 702 | $206,561 | 8,977 | 0.00 | 8,977 | +Inf | 03-31-2024 | |
| ISHARES TR | TRS FLT RT BD | Liquidated | $0 | 0 | 0.00 | 4,054 | +Inf | 12-31-2023 | |
| WISDOMTREE TR | INDIA ERNGS FD | 704 | $205,404 | 4,715 | 0.00 | 4,715 | +Inf | 03-31-2024 |
