Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MOTLEY FOOL WEALTH MANAGEMENT LLC 01-10-2024 12-31-2023 129 1,907,250,870
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES IBONDS DEC 2024 TERM Bond ETFs 51 $25,344,225 1,017,477 0.00 0.00 36,962 3.77 12-31-2023
BROADRIDGE FINANCIAL SOLUTIO Ordinary Shares 52 $24,174,251 117,693 0.00 0.00 -7,558 -6.03 12-31-2023
INVESCO BULLETSHARES 2028 Bond ETFs 53 $21,504,031 1,060,673 0.00 0.00 21,652 2.08 12-31-2023
INVESCO BULLETSHARES 2027 CO Bond ETFs 54 $21,450,684 1,102,998 0.00 0.00 22,841 2.11 12-31-2023
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