Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1858 WEALTH MANAGEMENT LLC | 07-18-2024 | 06-30-2024 | 117 | 120,493,470 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADCOM INC | COM | 51 | $786,710 | 490 | 0.00 | 0.00 | 217 | 79.49 | 06-30-2024 |
| VANECK ETF TRUST | INDIA GROWTH LDR | 52 | $785,622 | 15,465 | 0.00 | 0.00 | -288 | -1.83 | 06-30-2024 |
| GILEAD SCIENCES INC | COM | Liquidated | $0 | 0 | 0.00 | 9,310 | +Inf | 06-30-2024 | |
| JPMORGAN CHASE & CO. | COM | 54 | $737,238 | 3,645 | 0.00 | 0.00 | 956 | 35.55 | 06-30-2024 |
