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 |
|---|---|---|---|---|---|---|---|---|---|
| AAON INC | COM PAR $0.004 | 351 | $311,282 | 3,642 | 0.00 | 3,642 | +Inf | 06-30-2024 | |
| UTZ BRANDS INC | COM CL A | 352 | $309,187 | 19,074 | 0.00 | 19,074 | +Inf | 06-30-2024 | |
| GILEAD SCIENCES INC | COM | 353 | $307,959 | 4,115 | 0.00 | 4,115 | +Inf | 06-30-2024 | |
| ISHARES TR | BROAD USD HIGH | 354 | $307,051 | 8,459 | 0.00 | 8,459 | +Inf | 06-30-2024 |
