Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BLACKDIAMOND WEALTH MANAGEMENT LLC | 08-13-2024 | 06-30-2024 | 146 | 152,093,504 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 151 | $342,765 | 2,006 | 0.00 | 0.00 | 62 | 3.19 | 06-30-2024 |
| EXXON MOBIL CORP | COM | 152 | $337,401 | 2,862 | 0.00 | 0.00 | 549 | 23.74 | 06-30-2024 |
| EXPEDITORS INTL WASH INC | COM | 153 | $333,417 | 2,799 | 0.00 | 0.00 | 145 | 5.46 | 06-30-2024 |
| PAYCHEX INC | COM | 154 | $328,052 | 2,638 | 0.00 | 0.00 | 99 | 3.90 | 06-30-2024 |
