Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PSI ADVISORS LLC | 04-24-2024 | 03-31-2024 | 1623 | 276,746,916 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES ESG | MF Closed and MF Open | 901 | $8,293 | 184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
PALANTIR TECHNOLOGIES | Common Stock | 902 | $8,284 | 360 | 0.00 | 0.00 | 160 | 80.00 | 03-31-2024 |
AIRBNB INC | Common Stock | 903 | $8,248 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
KRAFT HEINZ | Common Stock | 904 | $8,229 | 223 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |