Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 08-15-2024 | 06-30-2024 | 55 | 291,809,284 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EMG MKT ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| YUM CHINA HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PFIZER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -700 | -65.42 | 06-30-2024 |
| FERRARI N V | COM | Liquidated | $0 | 0 | 0.00 | 23 | +Inf | 06-30-2024 |
