Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCOLLAB LLC | 05-10-2024 | 03-31-2024 | 933 | 135,540,127 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFLO EURP ETF | 201 | $33,749 | 802 | 0.00 | 0.00 | 3 | 0.38 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 202 | $33,595 | 284 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST SOLAR INC | COM | 203 | $33,592 | 199 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NETAPP INC | COM | 204 | $33,591 | 320 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
