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 |
|---|---|---|---|---|---|---|---|---|---|
| JABIL INC | COM | 151 | $325,632 | 2,431 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PHILLIPS 66 | COM | 152 | $318,871 | 1,952 | 0.00 | 0.00 | -229 | -10.50 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 153 | $309,586 | 1,376 | 0.00 | 0.00 | -396 | -22.35 | 03-31-2024 |
| AIR PRODS & CHEMS INC | COM | 154 | $309,137 | 1,276 | 0.00 | 0.00 | 56 | 4.59 | 03-31-2024 |
