Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELL DONE LLC | 04-18-2024 | 03-31-2024 | 185 | 508,472,695 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 101 | $1,824,706 | 11,704 | 0.00 | 0.00 | -141 | -1.19 | 03-31-2024 |
| STRYKER CORPORATION | COM | 102 | $1,706,683 | 4,769 | 0.00 | 0.00 | 45 | 0.95 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | ZACKS MID CAP | 103 | $1,687,649 | 16,596 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WISDOMTREE TR | GLB US QTLY DIV | 104 | $1,601,345 | 41,176 | 0.00 | 0.00 | -683 | -1.63 | 03-31-2024 |
