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 |
|---|---|---|---|---|---|---|---|---|---|
| WALT DISNEY | COM DISNEY | 301 | $240,559 | 1,966 | 0.00 | 1,966 | +Inf | 03-31-2024 | |
| INTEL CORP | COM | 302 | $238,134 | 5,391 | 0.00 | 0.00 | 306 | 6.02 | 03-31-2024 |
| SCHWAB INTERMEDIATE | INTRM TRM TRES | Liquidated | $0 | 0 | 0.00 | 0.00 | -5,147 | -51.48 | 12-31-2023 |
| QUEST DIAGNOSTICS | COM | 304 | $230,680 | 1,733 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
