| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SteelPeak Wealth, LLC | 60,895 | 75,895 | +15,000 | 0.00 | 0.01 | +0.00 | buy |
| LifeSteps Financial, Inc. | 118,862 | 121,965 | +3,103 | 0.18 | 0.17 | -0.01 | buy |
| 5T Wealth, LLC | 19,701 | 20,501 | +800 | 0.02 | 0.02 | +0.00 | buy |