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 |
|---|---|---|---|---|---|---|---|---|---|
| BEYOND MEAT INC | COM | 851 | $679 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WASTE MGMT INC DEL | COM | 852 | $639 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PELOTON INTERACTIVE INC | CL A | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 12-31-2023 | |
| QUANTUMSCAPE CORP | COM CL | Liquidated | $0 | 0 | 0.00 | 82 | +Inf | 03-31-2024 |
