Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DIVERSIFY WEALTH MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 432 | 804,246,911 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 101 | $1,933,332 | 8,157 | 0.00 | 8,157 | +Inf | 06-30-2024 | |
| THERMO FISHER SCIENTIFIC INC | COM | 102 | $1,896,510 | 3,171 | 0.00 | 3,171 | +Inf | 06-30-2024 | |
| LULULEMON ATHLETICA INC | COM | 103 | $1,875,836 | 8,037 | 0.00 | 8,037 | +Inf | 06-30-2024 | |
| ESSEX PPTY TR INC | COM | 104 | $1,836,818 | 6,738 | 0.00 | 6,738 | +Inf | 06-30-2024 |
