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 |
|---|---|---|---|---|---|---|---|---|---|
| BUNGE GLOBAL SA | COM SHS | 651 | $821 | 8 | 0.00 | 8 | +Inf | 03-31-2024 | |
| CONSOLIDATED EDISON INC | COM | 652 | $818 | 9 | 0.00 | 0.00 | 4 | 80.00 | 03-31-2024 |
| VERTIV HOLDINGS CO | COM CL A | 653 | $817 | 10 | 0.00 | 10 | +Inf | 03-31-2024 | |
| UNITED AIRLS HLDGS INC | COM | 654 | $814 | 17 | 0.00 | 0.00 | 10 | 142.86 | 03-31-2024 |
