Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAYFINDING FINANCIAL LLC | 08-09-2024 | 06-30-2024 | 126 | 177,663,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | Stock | 51 | $1,411,000 | 8,556 | 0.79 | 0.83 | -12 | -0.14 | 06-30-2024 |
| META PLATFORMS INC CL A | Stock | 52 | $1,333,000 | 2,644 | 0.75 | 0.74 | -20 | -0.75 | 06-30-2024 |
| FISERV INC | Stock | 53 | $1,314,000 | 8,822 | 0.74 | 0.79 | -4 | -0.05 | 06-30-2024 |
| ABBVIE INC | Stock | 54 | $1,141,000 | 6,656 | 0.64 | 0.63 | -36 | -0.54 | 06-30-2024 |
