Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ATTICUS WEALTH MANAGEMENT LLC | 04-17-2024 | 03-31-2024 | 549 | 305,803,125 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 451 | $20,206 | 457 | 0.00 | 0.00 | 32 | 7.53 | 03-31-2024 |
| ISHARES TR | SELECT DIVID ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | 20 YR TR BD ETF | 453 | $20,060 | 212 | 0.00 | 0.00 | 33 | 18.44 | 03-31-2024 |
| CVS HEALTH CORP | COM | 454 | $20,020 | 251 | 0.00 | 0.00 | -115 | -31.42 | 03-31-2024 |
