Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAYFINDING FINANCIAL LLC | 05-09-2024 | 03-31-2024 | 124 | 174,954,000,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER | Stock | 151 | $281,000 | 9,959 | 0.16 | 0.24 | 530 | 5.62 | 03-31-2024 |
| APPLIED MATLS | Stock | 152 | $278,000 | 1,341 | 0.16 | 1,341 | +Inf | 03-31-2024 | |
| TESLA INC COM | Stock | Liquidated | $0 | 0 | 0.20 | 0.20 | -16 | -1.49 | 03-31-2024 |
| HARTFORD FINL SVCS GROUP | Stock | 154 | $265,000 | 2,660 | 0.16 | 0.19 | -927 | -25.84 | 03-31-2024 |
