Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ENDURANCE WEALTH MANAGEMENT INC | 08-08-2023 | 06-30-2023 | 775 | 731,084,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TELADOC HEALTH INC COM | Stock | 701 | $3,000 | 130 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SYNLOGIC INC COM | Stock | 702 | $3,000 | 21,900 | 0.00 | 0.00 | 10,000 | 84.03 | 06-30-2023 |
| SYNEOS HEALTH INC CL A | Stock | 703 | $3,000 | 70 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SOLAREDGE TECHNOLOGIES INC COM | Stock | 704 | $3,000 | 10 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
