Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WORLD EQUITY GROUP INC | 08-26-2024 | 06-30-2023 | 317 | 339,471,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DANAHER CORPORATION | COM | 351 | $560,754 | 2,244 | 0.00 | 0.00 | -2,246 | -50.02 | 06-30-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 352 | $1,451,875 | 18,119 | 0.00 | 0.00 | 2,460 | 15.71 | 06-30-2024 |
| XPEL INC | COM | Liquidated | $0 | 0 | 0.00 | 5,084 | +Inf | 06-30-2023 | |
| MONDELEZ INTL INC | CL A | 354 | $509,569 | 7,787 | 0.00 | 0.00 | -5,963 | -43.37 | 06-30-2024 |
