Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CADENCE WEALTH MANAGEMENT LLC | 05-10-2024 | 03-31-2024 | 42 | 97,224,982 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 20 YR TR BD ETF | 1 | $28,771,103 | 304,070 | 0.03 | 0.02 | 68,156 | 28.89 | 03-31-2024 |
| VANECK ETF TRUST | GOLD MINERS ETF | Liquidated | $0 | 0 | 0.02 | 656,151 | +Inf | 03-31-2024 | |
| AGNICO EAGLE MINES LTD | COM | Liquidated | $0 | 0 | 0.01 | 623,073 | +Inf | 12-31-2023 | |
| SPDR GOLD TR | GOLD SHS | 4 | $15,201,268 | 73,893 | 0.02 | 0.01 | -17,347 | -19.01 | 03-31-2024 |
