Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WELL DONE LLC | 04-18-2024 | 03-31-2024 | 185 | 508,472,695 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 251 | $445,961 | 6,978 | 0.00 | 0.00 | -3,182 | -31.32 | 03-31-2024 |
| FIRST TR MID CAP CORE ALPHAD | COM SHS | Liquidated | $0 | 0 | 0.00 | 4,262 | +Inf | 03-31-2024 | |
| VANECK ETF TRUST | GOLD MINERS ETF | 253 | $441,542 | 13,964 | 0.00 | 0.00 | 1,094 | 8.50 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 254 | $441,476 | 2,146 | 0.00 | 0.00 | -40 | -1.83 | 03-31-2024 |
