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 |
|---|---|---|---|---|---|---|---|---|---|
| HEWLETT PACKARD ENTERPRISE CO COM | Stock | 351 | $277,031 | 13,086 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES CORE MSCI EMERGING MARKETS ETF | ETF | 352 | $275,305 | 5,143 | 0.00 | 0.00 | -3,129 | -37.83 | 06-30-2024 |
| ALBEMARLE CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BROADCOM INC COM | Stock | 354 | $250,463 | 156 | 0.00 | 156 | +Inf | 06-30-2024 |
