Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRU INDEPENDENCE LLC | 04-18-2024 | 03-31-2024 | 108 | 339,514,502 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 201 | $693,875 | 4,697 | 0.00 | 0.00 | -6,872 | -59.40 | 03-31-2024 |
| MCDONALDS CORP | COM | 202 | $621,142 | 2,203 | 0.00 | 0.00 | 10 | 0.46 | 03-31-2024 |
| PROSHARES TR | S&P MDCP 400 DIV | 203 | $578,529 | 7,364 | 0.00 | 0.00 | -6 | -0.08 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 204 | $544,177 | 6,445 | 0.00 | 0.00 | -280 | -4.16 | 03-31-2024 |
