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
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 301 $331,690 2,438 0.00 2,438 +Inf 03-31-2024
PROSHARES TR S&P MDCP 400 DIV 302 $331,602 4,221 0.00 0.00 0 0.00 03-31-2024
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 303 $328,276 590 0.00 0.00 -58 -8.95 03-31-2024
DIMENSIONAL ETF TRUST US TARGETED VLU 304 $320,484 5,888 0.00 0.00 0 0.00 03-31-2024
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