Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
DIVERSIFY ADVISORY SERVICES LLC | 07-12-2024 | 06-30-2024 | 630 | 1,824,864,877 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 51 | $6,915,841 | 154,199 | 0.00 | 0.00 | -76,729 | -33.23 | 06-30-2024 |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 52 | $6,523,236 | 45,003 | 0.00 | 0.00 | -82,134 | -64.60 | 06-30-2024 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 53 | $6,375,815 | 302,386 | 0.00 | 302,386 | +Inf | 06-30-2024 | |
ISHARES TR | S&P 500 GRWT ETF | 54 | $6,367,991 | 66,285 | 0.00 | 0.00 | 59,120 | 825.12 | 06-30-2024 |