Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES LLC | 04-29-2024 | 03-31-2024 | 628 | 1,698,121,435 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AFFIRM HLDGS INC | COM CL A | 101 | $3,593,132 | 103,162 | 0.00 | 103,162 | +Inf | 03-31-2024 | |
| ATMOS ENERGY CORP | COM | 102 | $3,561,730 | 30,223 | 0.00 | 30,223 | +Inf | 03-31-2024 | |
| ISHARES TR | MBS ETF | 103 | $3,560,529 | 38,883 | 0.00 | 38,883 | +Inf | 03-31-2024 | |
| AIR PRODS & CHEMS INC | COM | 104 | $3,505,411 | 14,401 | 0.00 | 14,401 | +Inf | 03-31-2024 |
