Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DESTINY WEALTH PARTNERS LLC | 04-09-2024 | 03-31-2024 | 157 | 557,970,687 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $24,978,339 | 138,476 | 0.00 | 0.00 | -2,064 | -1.47 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 2 | $19,281,106 | 757,905 | 0.00 | 0.00 | -71,607 | -8.63 | 03-31-2024 |
| STRYKER CORPORATION | COM | 3 | $19,067,671 | 53,281 | 0.00 | 53,281 | +Inf | 03-31-2024 | |
| ISHARES TR | SHORT TREAS BD | 4 | $18,478,287 | 167,164 | 0.00 | 0.00 | 2,420 | 1.47 | 03-31-2024 |
