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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 51 | $1,964,940 | 12,603 | 0.00 | 0.00 | 666 | 5.58 | 03-31-2024 |
| META PLATFORMS INC | CL A | 52 | $973,259 | 2,004 | 0.00 | 0.00 | 7 | 0.35 | 03-31-2024 |
| AGNICO EAGLE MINES LTD | COM | 53 | $962,751 | 16,140 | 0.00 | 0.00 | 25 | 0.16 | 03-31-2024 |
| PAN AMERN SILVER CORP | COM | 54 | $735,964 | 48,804 | 0.00 | 0.00 | 745 | 1.55 | 03-31-2024 |
