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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 151 | $1,041,522 | 4,953 | 0.00 | 0.00 | -239 | -4.60 | 03-31-2024 |
| ISHARES TR | US SML CP VALUE | 152 | $1,005,924 | 32,852 | 0.00 | 0.00 | -225,501 | -87.28 | 03-31-2024 |
| MCDONALDS CORP | COM | 153 | $960,886 | 3,408 | 0.00 | 0.00 | 87 | 2.62 | 03-31-2024 |
| VANGUARD WORLD FD | MEGA GRWTH IND | 154 | $948,393 | 3,309 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
