Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUVESTMENTS CAPITAL LLC | 11-13-2023 | 09-30-2023 | 683 | 192,036,790 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 851 | $3,718 | 75 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SNOWFLAKE INC | CL A | 852 | $3,666 | 24 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| PRECIGEN INC | COM | 853 | $3,661 | 2,578 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CONSTELLATION ENERGY CORP | COM | 854 | $3,600 | 33 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
