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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 901 | $28 | 0 | 0.00 | 0.00 | -22,401 | -100.00 | 03-31-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 902 | $23 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
| DICKS SPORTING GOODS INC | COM | 903 | $22 | 0 | 0.00 | 0 | NaN | 03-31-2024 | |
| NATERA INC | COM | 904 | $5 | 0 | 0.00 | 0 | NaN | 03-31-2024 |
