Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VERMILLION & WHITE WEALTH MANAGEMENT GROUP LLC | 08-14-2024 | 06-30-2024 | 543 | 132,856,285 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AEGON LTD ADR FSPONSORED ADR 1 ADR REPS 1 ORD SHS | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 671 | +Inf | 06-30-2024 | |
| BLACKROCK FLEXIBLE INCOME ETF | UIE | 402 | $3,759 | 72 | 0.00 | 72 | +Inf | 06-30-2024 | |
| ISHARES JP MORGAN USD EMERGING MARKE | JPMORGAN USD EMG | Liquidated | $0 | 0 | 0.00 | 39 | +Inf | 06-30-2024 | |
| DIMENSIONAL US CORE EQUITY MARKT ETF | UIE | 404 | $3,449 | 92 | 0.00 | 92 | +Inf | 06-30-2024 |
