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
NVIDIA CORPORATION COM 151 $963,415 7,799 0.00 0.00 7,574 3366.22 06-30-2024
CATERPILLAR INC COM 152 $962,659 2,890 0.00 0.00 -36 -1.23 06-30-2024
VANGUARD WORLD FD MEGA GRWTH IND 153 $955,198 3,040 0.00 0.00 -269 -8.13 06-30-2024
STRATEGY SHS DAY HAGAN NED 154 $932,317 23,597 0.00 0.00 -279 -1.17 06-30-2024
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