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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWR US AGRGT | 251 | $997,080 | 21,296 | 0.00 | 0.00 | -4,690 | -18.05 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 252 | $996,888 | 19,543 | 0.00 | 0.00 | -3,078 | -13.61 | 06-30-2024 |
| APPLOVIN CORP | COM CL A | 253 | $993,309 | 11,726 | 0.00 | 0.00 | 6,974 | 146.76 | 06-30-2024 |
| WILLIAMS COS INC | COM | 254 | $991,493 | 23,390 | 0.00 | 0.00 | -11,178 | -32.34 | 06-30-2024 |
