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 |
|---|---|---|---|---|---|---|---|---|---|
| RELX PLC | SPONSORED ADR | Liquidated | $0 | 0 | 0.05 | 5,110 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | ENERGY | Liquidated | $203,000 | 2,145 | 0.05 | 0.06 | 2,145 | +Inf | 03-31-2024 |
| GLOBAL X FDS | RENEWABLE ENERGY | Liquidated | $0 | 0 | 0.04 | 12,942 | +Inf | 03-31-2024 | |
| UNDER ARMOUR INC | CL C | 204 | $103,000 | 14,444 | 0.02 | 0.03 | 0 | 0.00 | 03-31-2024 |
