Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
LARSON FINANCIAL GROUP LLC | 08-01-2024 | 06-30-2024 | 2433 | 1,466,914,524 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
AMERICAN CENTY ETF TR | AVANTIS CORE FI | 2101 | $1,912 | 47 | 0.00 | 0.00 | 1 | 2.17 | 06-30-2024 |
EVEREST GROUP LTD | COM | 2102 | $1,905 | 5 | 0.00 | 0.00 | -128 | -96.24 | 06-30-2024 |
APTIV PLC | SHS | 2103 | $1,901 | 27 | 0.00 | 27 | +Inf | 06-30-2024 | |
ORIX CORP | SPONSORED ADR | 2104 | $1,892 | 17 | 0.00 | 17 | +Inf | 06-30-2024 |