Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP | 01-18-2024 | 12-31-2023 | 120 | 113,232,007 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $8,554,248 | 28,216 | 0.01 | 0.01 | -460 | -1.60 | 12-31-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 2 | $5,642,806 | 34,147 | 0.00 | 0.00 | 76 | 0.22 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $5,351,479 | 11,259 | 0.00 | 0.00 | -26 | -0.23 | 12-31-2023 |
| APPLE INC | COM | 4 | $5,290,535 | 27,479 | 0.00 | 0.00 | -172 | -0.62 | 12-31-2023 |
