Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AARON WEALTH ADVISORS LLC | 04-25-2024 | 03-31-2024 | 309 | 697,631,329 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CREATIVE MED TECHNOLOGY HLDG | COM NEW | 951 | $85,444 | 16,400 | 0.00 | 16,400 | +Inf | 03-31-2024 | |
| LI-CYCLE HOLDINGS CORP | COMMON SHARES | 952 | $81,339 | 78,970 | 0.00 | 78,970 | +Inf | 03-31-2024 | |
| PITNEY BOWES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PELOTON INTERACTIVE INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 11,352 | +Inf | 03-31-2024 |
