Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHCOLLAB LLC | 05-10-2024 | 03-31-2024 | 933 | 135,540,127 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EVERGY INC | COM | 401 | $12,598 | 236 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNILEVER PLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 259 | +Inf | 03-31-2024 | |
| FAIR ISAAC CORP | COM | 403 | $12,497 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 404 | $12,490 | 219 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
