Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FINANCIAL COUNCIL LLC 08-12-2024 06-30-2024 81 178,813,596
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Capital Group Global Growth Equity ETF SHS CREATION UNI 1 $35,081,978 1,191,643 0.02 0.02 117,436 10.93 06-30-2024
Capital Group Growth ETF SHS CREATION UNI 2 $13,597,833 413,434 0.01 0.01 32,450 8.52 06-30-2024
iShares Core U.S. Growth ETF CORE S&P US GWT 3 $11,396,839 89,401 0.01 0.01 -4,999 -5.30 06-30-2024
Apple Inc COM 4 $10,627,593 50,459 0.01 0.01 1,888 3.89 06-30-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6