Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DRIVE WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 317 | 356,898,332 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 51 | $1,359,073 | 50,448 | 0.00 | 0.00 | 8,656 | 20.71 | 03-31-2024 |
| ISHARES TR | CORE DIV GRWTH | 52 | $1,337,703 | 23,040 | 0.00 | 0.00 | 4,373 | 23.43 | 03-31-2024 |
| VISA INC | COM CL A | 53 | $1,326,494 | 4,753 | 0.00 | 0.00 | -253 | -5.05 | 03-31-2024 |
| WELLS FARGO CO NEW | COM | 54 | $1,320,661 | 22,786 | 0.00 | 0.00 | -993 | -4.18 | 03-31-2024 |
