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 |
|---|---|---|---|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | 551 | $1,212 | 5 | 0.00 | 0.00 | 2 | 66.67 | 03-31-2024 |
| POOL CORP | COM | 552 | $1,211 | 3 | 0.00 | 0.00 | 2 | 200.00 | 03-31-2024 |
| WASTE CONNECTIONS INC | COM | 553 | $1,205 | 7 | 0.00 | 0.00 | 4 | 133.33 | 03-31-2024 |
| CELANESE CORP DEL | COM | 554 | $1,204 | 7 | 0.00 | 0.00 | 4 | 133.33 | 03-31-2024 |
