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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES RUSSELL | RUS 1000 ETF | 201 | $534,583 | 1,856 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED PARCEL | CL B | Liquidated | $0 | 0 | 0.00 | 0.00 | -324 | -8.76 | 03-31-2024 |
| HERSHEY COMPANY | COM | 203 | $521,844 | 2,683 | 0.00 | 0.00 | 176 | 7.02 | 03-31-2024 |
| KIMBERLY CLARK | COM | 204 | $516,376 | 3,992 | 0.00 | 0.00 | -20 | -0.50 | 03-31-2024 |
