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 |
|---|---|---|---|---|---|---|---|---|---|
| CSX CORP | COM | 301 | $800,858 | 24,657 | 0.00 | 0.00 | -4,923 | -16.64 | 06-30-2024 |
| COLUMBIA ETF TR II | EM CORE EX ETF | 302 | $791,203 | 24,067 | 0.00 | 0.00 | 7,563 | 45.83 | 06-30-2024 |
| SELECT SECTOR SPDR TR | INDL | 303 | $790,731 | 6,544 | 0.00 | 0.00 | 1,495 | 29.61 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 304 | $788,991 | 13,648 | 0.00 | 0.00 | 6,470 | 90.14 | 06-30-2024 |
