Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PDS PLANNING INC | 05-01-2024 | 03-31-2024 | 397 | 951,776,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PDD HOLDINGS INC | SPONSORED ADS | 301 | $267,375 | 2,300 | 0.00 | 0.00 | -28 | -1.20 | 03-31-2024 |
| KENVUE INC | COM | Liquidated | $0 | 0 | 0.00 | 12,331 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | MEGA CAP INDEX | 303 | $264,202 | 1,414 | 0.00 | 0.00 | -162 | -10.28 | 03-31-2024 |
| COPART INC | COM | 304 | $262,841 | 4,538 | 0.00 | 0.00 | 216 | 5.00 | 03-31-2024 |
