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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 301 | $315,697 | 590 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | RUS 2000 VAL ETF | 302 | $313,132 | 2,057 | 0.00 | 0.00 | -140 | -6.37 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 303 | $311,013 | 5,996 | 0.00 | 0.00 | 108 | 1.83 | 06-30-2024 |
| PROSHARES TR | S&P MDCP 400 DIV | 304 | $310,708 | 4,221 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
