Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUE WEALTH DESIGN LLC | 05-14-2024 | 03-31-2024 | 787 | 401,228,276 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC | COM | 501 | $1,512 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| KKR & CO INC | COM | 502 | $1,509 | 15 | 0.00 | 15 | +Inf | 03-31-2024 | |
| ISHARES TR | LATN AMER 40 ETF | 503 | $1,508 | 53 | 0.00 | 53 | +Inf | 03-31-2024 | |
| SOUTHERN CO | COM | 504 | $1,507 | 21 | 0.00 | 0.00 | 9 | 75.00 | 03-31-2024 |
