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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA CAP INDEX | 351 | $251,150 | 1,273 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 352 | $250,962 | 3,835 | 0.00 | 0.00 | -27 | -0.70 | 06-30-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 353 | $249,933 | 2,742 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| MERCANTILE BK CORP | COM | 354 | $248,045 | 6,114 | 0.00 | 0.00 | -10 | -0.16 | 06-30-2024 |
