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
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
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