Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEVEN SPRINGS WEALTH GROUP LLC | 02-07-2024 | 12-31-2023 | 60 | 221,888,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | CL C | 101 | $218,025 | 2,850 | 0.00 | 2,850 | +Inf | 12-31-2023 | |
| MCDONALDS CORP | COM | 102 | $217,935 | 735 | 0.00 | 735 | +Inf | 12-31-2023 | |
| GILEAD SCIENCES INC | COM | 103 | $215,811 | 2,664 | 0.00 | 2,664 | +Inf | 12-31-2023 | |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 104 | $205,760 | 2,000 | 0.00 | 2,000 | +Inf | 12-31-2023 |
