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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVO NORDISK | ADR | 251 | $318,432 | 2,480 | 0.00 | 2,480 | +Inf | 03-31-2024 | |
| ISHARES S&P | S&P MC 400VL ETF | 252 | $317,415 | 2,683 | 0.00 | 0.00 | 430 | 19.09 | 03-31-2024 |
| ISHARES MSCI | MSCI USA QLT FCT | 253 | $314,542 | 1,914 | 0.00 | 1,914 | +Inf | 03-31-2024 | |
| WORTHINGTON INDUSTRIES | COM | 254 | $311,150 | 5,000 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
