Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE LINK FINANCIAL ADVISORS LLC | 07-12-2024 | 06-30-2024 | 64 | 1,077,885,569 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CENCORA INC COM | Stock | 201 | $518,190 | 2,300 | 0.00 | 0.00 | -19 | -0.82 | 06-30-2024 |
| ISHARES RUSSELL MIDCAP ETF | ETF | 202 | $482,669 | 5,953 | 0.00 | 0.00 | -365 | -5.78 | 06-30-2024 |
| HP INC COM | Stock | 203 | $461,073 | 13,166 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | ETF | 204 | $442,097 | 4,262 | 0.00 | 0.00 | -400 | -8.58 | 06-30-2024 |
