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 |
|---|---|---|---|---|---|---|---|---|---|
| MERCK & CO INC | COM | 351 | $254,278 | 1,927 | 0.00 | 0.00 | -68 | -3.41 | 03-31-2024 |
| ALPS ETF TR | SECTR DIV DOGS | 352 | $252,837 | 4,686 | 0.00 | 0.00 | 4 | 0.09 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROADCOM INC | COM | 354 | $249,178 | 188 | 0.00 | 188 | +Inf | 03-31-2024 |
