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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 201 | $638,986 | 1,753 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| UBER TECHNOLOGIES INC | COM | 202 | $631,371 | 8,687 | 0.00 | 0.00 | -49 | -0.56 | 06-30-2024 |
| ISHARES TR | MSCI USA ESG SLC | 203 | $622,599 | 5,541 | 0.00 | 0.00 | 13 | 0.24 | 06-30-2024 |
| FLEXSHARES TR | STOX US ESG SLCT | 204 | $621,316 | 4,844 | 0.00 | 0.00 | 16 | 0.33 | 06-30-2024 |
