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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
CITIGROUP INC | COM | 451 | $1,460 | 23 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
MARVELL TECHNOLOGY INC | COM | 452 | $1,398 | 20 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
EATON VANCE TAX MGD BUY | COM | Liquidated | $0 | 0 | 0.00 | 101 | +Inf | 06-30-2024 | |
FIDELITY MOMENTUM FACTORETF | UIE | 454 | $1,274 | 20 | 0.00 | 20 | +Inf | 06-30-2024 |