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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | CONSUM STP ETF | 251 | $550,844 | 2,674 | 0.00 | 2,674 | +Inf | 06-30-2024 | |
| CENTENE CORP DEL | COM | 252 | $550,721 | 7,113 | 0.00 | 7,113 | +Inf | 06-30-2024 | |
| 3M CO | COM | 253 | $548,423 | 4,401 | 0.00 | 4,401 | +Inf | 06-30-2024 | |
| TYLER TECHNOLOGIES INC | COM | 254 | $544,543 | 957 | 0.00 | 957 | +Inf | 06-30-2024 |
