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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 501 | $360,959 | 4,688 | 0.00 | 0.00 | 485 | 11.54 | 06-30-2024 |
| UTZ BRANDS INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 19,296 | +Inf | 06-30-2024 | |
| FTI CONSULTING INC | COM | 503 | $358,425 | 1,677 | 0.00 | 0.00 | -2,753 | -62.14 | 06-30-2024 |
| SPS COMM INC | COM | 504 | $357,935 | 1,925 | 0.00 | 0.00 | -1,304 | -40.38 | 06-30-2024 |
