Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| OPTIMUM INVESTMENT ADVISORS | 04-10-2024 | 03-31-2024 | 640 | 217,748,842 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WNS HLDGS LTD | COM SHS | 901 | $10,106 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| ISHARES TR | U.S. ENERGY ETF | 902 | $9,880 | 200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | 903 | $9,739 | 111 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 904 | $9,734 | 562 | 0.00 | 0.00 | 296 | 111.28 | 03-31-2024 |
