Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LIFE PLANNING PARTNERS INC | 01-19-2024 | 12-31-2023 | 263 | 101,628,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPROTT PHYSICAL SILVER TRUST TRUST UNIT ISIN #CA85207K1075 SEDOL #B5THDS5 | PSLV | 201 | $46,178 | 5,715 | 0.00 | 5,715 | +Inf | 12-31-2023 | |
| VERIZON COMMUNICATIONS INC | VZ | 202 | $45,052 | 1,195 | 0.00 | 1,195 | +Inf | 12-31-2023 | |
| BRUKER CORP | BRKR | 203 | $44,088 | 600 | 0.00 | 600 | +Inf | 12-31-2023 | |
| AMERICAN CENTURY ETF TRUST AVANTIS U S LARGE CAP VALUE ETF USD | AVLV | 204 | $43,320 | 750 | 0.00 | 750 | +Inf | 12-31-2023 |
