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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO SHORT | 301 | $447,098 | 14,918 | 0.00 | 14,918 | +Inf | 06-30-2024 | |
| PIMCO ETF TR | ENHAN SHRT MA AC | 302 | $446,992 | 4,461 | 0.00 | 4,461 | +Inf | 06-30-2024 | |
| TRACTOR SUPPLY CO | COM | 303 | $443,221 | 1,730 | 0.00 | 1,730 | +Inf | 06-30-2024 | |
| HENRY JACK & ASSOC INC | COM | 304 | $441,671 | 2,696 | 0.00 | 2,696 | +Inf | 06-30-2024 |
