Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC | COM | 201 | $48,944 | 3,509 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WALMART INC | COM | 202 | $48,377 | 804 | 0.00 | 0.00 | -1,627 | -66.93 | 03-31-2024 |
| BLACKSTONE INC | COM | 203 | $44,404 | 338 | 0.00 | 338 | +Inf | 03-31-2024 | |
| COSTCO WHSL CORP NEW | COM | 204 | $43,958 | 60 | 0.00 | 0.00 | 4 | 7.14 | 03-31-2024 |
