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 |
|---|---|---|---|---|---|---|---|---|---|
| PNC FINL SVCS GROUP INC | COM | 251 | $24,240 | 150 | 0.00 | 150 | +Inf | 03-31-2024 | |
| COCA COLA CO | COM | 252 | $23,993 | 392 | 0.00 | 0.00 | 187 | 91.22 | 03-31-2024 |
| QUALCOMM INC | COM | 253 | $22,179 | 131 | 0.00 | 0.00 | 115 | 718.75 | 03-31-2024 |
| KINDER MORGAN INC DEL | COM | 254 | $21,898 | 1,194 | 0.00 | 0.00 | 1,156 | 3042.11 | 03-31-2024 |
