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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWN CASTLE INC | COM | 751 | $2,206 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ROBINHOOD MKTS INC | COM CL A | 752 | $2,174 | 108 | 0.00 | 108 | +Inf | 03-31-2024 | |
| FORD MTR CO DEL | COM | 753 | $2,143 | 161 | 0.00 | 0.00 | -5,130 | -96.96 | 03-31-2024 |
| CHESAPEAKE | 0 | Liquidated | $0 | 0 | 0.00 | 36 | +Inf | 03-31-2024 |
