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 |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 201 | $761,908 | 13,555 | 0.00 | 13,555 | +Inf | 06-30-2024 | |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 202 | $749,103 | 30,840 | 0.00 | 30,840 | +Inf | 06-30-2024 | |
| BANCO MACRO SA | SPON ADR B | 203 | $742,947 | 15,964 | 0.00 | 15,964 | +Inf | 06-30-2024 | |
| FIVERR INTL LTD | ORD SHS | 204 | $738,041 | 30,075 | 0.00 | 30,075 | +Inf | 06-30-2024 |
