Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ABUNDANCE WEALTH COUNSELORS | 04-19-2024 | 03-31-2024 | 137 | 434,448,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 151 | $320,000 | 14,739 | 0.07 | 0.07 | 4,118 | 38.77 | 03-31-2024 |
| SPROUTS FMRS MKT INC | COM | 152 | $312,000 | 4,845 | 0.07 | 0.07 | -460 | -8.67 | 03-31-2024 |
| BOEING CO | COM | Liquidated | $0 | 0 | 0.08 | 0.07 | -150 | -11.34 | 03-31-2024 |
| ISHARES TR | RUS MID CAP ETF | 154 | $303,000 | 3,598 | 0.07 | 0.07 | 0 | 0.00 | 03-31-2024 |
