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 |
|---|---|---|---|---|---|---|---|---|---|
| CONAGRA BRANDS INC | COM | 801 | $475 | 16 | 0.00 | 0.00 | 4 | 33.33 | 03-31-2024 |
| QIAGEN NV | SHS NEW | 802 | $473 | 11 | 0.00 | 11 | +Inf | 03-31-2024 | |
| BUNGE LIMITED | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NISOURCE INC | COM | 804 | $471 | 17 | 0.00 | 0.00 | 7 | 70.00 | 03-31-2024 |
