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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 151 | $1,130,711 | 22,453 | 0.00 | 22,453 | +Inf | 06-30-2024 | |
| VIRTUS ETF TR II | SEIX SR LN ETF | 152 | $1,117,466 | 47,071 | 0.00 | 47,071 | +Inf | 06-30-2024 | |
| TELEDYNE TECHNOLOGIES INC | COM | 153 | $1,105,253 | 2,765 | 0.00 | 2,765 | +Inf | 06-30-2024 | |
| ENBRIDGE INC | COM | 154 | $1,102,855 | 29,567 | 0.00 | 29,567 | +Inf | 06-30-2024 |
