Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFY ADVISORY SERVICES LLC | 07-12-2024 | 06-30-2024 | 630 | 1,824,864,877 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AUTOMATIC DATA PROCESSING IN | COM | 151 | $2,307,556 | 9,832 | 0.00 | 0.00 | -1,855 | -15.87 | 06-30-2024 |
| ISHARES TR | CORE S&P MCP ETF | 152 | $2,301,198 | 39,861 | 0.00 | 0.00 | 3,871 | 10.76 | 06-30-2024 |
| GOLDMAN SACHS GROUP INC | COM | 153 | $2,209,103 | 4,672 | 0.00 | 0.00 | 356 | 8.25 | 06-30-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 154 | $2,203,884 | 23,576 | 0.00 | 0.00 | -6,234 | -20.91 | 06-30-2024 |
