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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 251 | $27,135 | 762 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 252 | $27,071 | 748 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HOLLYSYS AUTOMATION TCHNGY L | SHS | 253 | $27,064 | 1,058 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 254 | $27,027 | 148 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
