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
AMGEN INC COM 251 $450,553 1,442 0.00 0.00 -982 -40.51 06-30-2024
VANECK ETF TRUST GOLD MINERS ETF 252 $428,672 12,634 0.00 0.00 -1,330 -9.52 06-30-2024
TESLA INC COM 253 $423,463 2,140 0.00 0.00 137 6.84 06-30-2024
TARGA RES CORP COM 254 $387,381 3,009 0.00 0.00 10 0.33 06-30-2024
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