Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GIMBAL FINANCIAL | 07-12-2024 | 06-30-2024 | 43 | 135,932,939 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $23,524,382 | 42,048 | 0.02 | 0.02 | 737 | 1.78 | 06-30-2024 |
| ISHARES TR | CORE DIV GRWTH | 2 | $19,860,742 | 338,574 | 0.01 | 338,574 | +Inf | 06-30-2024 | |
| ELI LILLY & CO | COM | 3 | $17,002,423 | 18,201 | 0.01 | 0.01 | -584 | -3.11 | 06-30-2024 |
| ISHARES GOLD TR | ISHARES NEW | 4 | $14,082,057 | 308,614 | 0.01 | 308,614 | +Inf | 06-30-2024 |
