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 |
|---|---|---|---|---|---|---|---|---|---|
| WPP PLC NEW | ADR | 851 | $380 | 8 | 0.00 | 0.00 | 2 | 33.33 | 03-31-2024 |
| WHEATON PRECIOUS METALS CORP | COM | 852 | $378 | 8 | 0.00 | 0.00 | 3 | 60.00 | 03-31-2024 |
| ARCHER DANIELS MIDLAND CO | COM | 853 | $377 | 6 | 0.00 | 0.00 | -3 | -33.33 | 03-31-2024 |
| DARLING INGREDIENTS INC | COM | 854 | $373 | 8 | 0.00 | 0.00 | 2 | 33.33 | 03-31-2024 |
