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 |
|---|---|---|---|---|---|---|---|---|---|
| HOME DEPOT INC | COM | 51 | $263,918 | 688 | 0.00 | 0.00 | -7 | -1.01 | 03-31-2024 |
| INTEL CORP | COM | 52 | $256,276 | 5,802 | 0.00 | 0.00 | -376 | -6.09 | 03-31-2024 |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 VAL | 53 | $254,946 | 2,808 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | RUS 1000 ETF | 54 | $233,881 | 812 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
