Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ELLEVEST INC 02-06-2024 12-31-2023 388 1,467,164,266
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
NU HLDGS LTD ORD SHS CL A 701 $221,420 26,581 0.00 26,581 +Inf 12-31-2023
AXALTA COATING SYS LTD COM 702 $218,699 6,438 0.00 0.00 -1,787 -21.73 12-31-2023
SUN CMNTYS INC COM Liquidated $0 0 0.00 0.00 -108 -5.54 12-31-2023
HUNTINGTON BANCSHARES INC COM 704 $216,278 17,003 0.00 0.00 -5,950 -25.92 12-31-2023
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