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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 51 | $3,515,705 | 15,562 | 0.00 | 15,562 | +Inf | 06-30-2024 | |
| SUNRUN INC | COM | 52 | $3,514,212 | 212,596 | 0.00 | 212,596 | +Inf | 06-30-2024 | |
| ELI LILLY & CO | COM | 53 | $3,482,521 | 4,492 | 0.00 | 4,492 | +Inf | 06-30-2024 | |
| PEPSICO INC | COM | 54 | $3,478,583 | 19,987 | 0.00 | 19,987 | +Inf | 06-30-2024 |
