Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ZHANG FINANCIAL LLC | 04-24-2024 | 03-31-2024 | 266 | 1,349,770,210 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 151 | $1,014,836 | 5,773 | 0.00 | 0.00 | -940 | -14.00 | 03-31-2024 |
| KKR & CO | COM | 152 | $996,136 | 9,904 | 0.00 | 0.00 | -761 | -7.14 | 03-31-2024 |
| SPDR PORTFOLIO | PORTFOLIO DEVLPD | 153 | $982,804 | 27,422 | 0.00 | 0.00 | 4,331 | 18.76 | 03-31-2024 |
| ISHARES RUSSELL | RUS 1000 GRW ETF | 154 | $977,783 | 2,901 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
