Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUEBLOOD WEALTH MANAGEMENT LLC | 04-26-2024 | 03-31-2024 | 224 | 174,632,611 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 1 | $10,925,200 | 54,544 | 0.01 | 0.01 | -2,108 | -3.72 | 03-31-2024 |
| APPLE INC | COM | 2 | $6,107,792 | 35,618 | 0.00 | 0.00 | -869 | -2.38 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $5,820,271 | 13,834 | 0.00 | 0.00 | 119 | 0.87 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 4 | $3,609,597 | 10,414 | 0.00 | 0.00 | 329 | 3.26 | 03-31-2024 |
