Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL MILLENNIAL | MF Closed and MF Open | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P | MF Closed and MF Open | 852 | $10,056 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUITIVE SURGICAL | Common Stock | 853 | $9,977 | 25 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COGNIZANT TECH | Common Stock | 854 | $9,969 | 136 | 0.00 | 0.00 | -1 | -0.73 | 03-31-2024 |
