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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | RBA INDL ETF | 101 | $566,649 | 8,416 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 102 | $564,823 | 1,175 | 0.00 | 0.00 | -42 | -3.45 | 03-31-2024 |
| BLACKSTONE INC | COM | 103 | $523,509 | 3,985 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL MLS INC | COM | 104 | $523,207 | 7,478 | 0.00 | 0.00 | 4 | 0.05 | 03-31-2024 |
