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 |
|---|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORP | COM | 751 | $595 | 5 | 0.00 | 0.00 | 2 | 66.67 | 03-31-2024 |
| AMCOR PLC | ORD | 752 | $590 | 62 | 0.00 | 0.00 | 19 | 44.19 | 03-31-2024 |
| STANLEY BLACK & DECKER INC | COM | 753 | $588 | 6 | 0.00 | 0.00 | 4 | 200.00 | 03-31-2024 |
| LEAR CORP | COM NEW | 754 | $580 | 4 | 0.00 | 0.00 | 2 | 100.00 | 03-31-2024 |
