Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELL DONE LLC | 07-18-2024 | 06-30-2024 | 179 | 481,270,404 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US MIDCAP DIVID | 101 | $1,884,336 | 40,290 | 0.00 | 0.00 | -944 | -2.29 | 06-30-2024 |
| WISDOMTREE TR | GLB US QTLY DIV | 102 | $1,713,119 | 43,837 | 0.00 | 0.00 | 2,661 | 6.46 | 06-30-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 103 | $1,710,176 | 11,369 | 0.00 | 0.00 | -335 | -2.86 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 104 | $1,707,821 | 11,685 | 0.00 | 0.00 | -1,162 | -9.04 | 06-30-2024 |
