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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRSTENERGY CORP COM | Stock | 401 | $243,818 | 6,371 | 0.00 | 0.00 | -960 | -13.10 | 06-30-2024 |
| ISHARES MSCI EMERGING MARKETS ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -89 | -1.55 | 06-30-2024 |
| ALPHABET INC CAP STK CL A | Stock | 403 | $220,584 | 1,211 | 0.00 | 1,211 | +Inf | 06-30-2024 | |
| JPMORGAN CHASE & CO. COM | Stock | 404 | $215,811 | 1,067 | 0.00 | 1,067 | +Inf | 06-30-2024 |
