Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 137 | 358,776,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 251 | $223,642 | 1,828 | 0.00 | 1,828 | +Inf | 03-31-2024 | |
| FIDELITY NATL INFORMATION SV | COM | 252 | $221,261 | 2,983 | 0.00 | 2,983 | +Inf | 03-31-2024 | |
| TESLA INC | COM | 253 | $219,913 | 1,251 | 0.00 | 0.00 | -8,406 | -87.05 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 82 | 6.54 | 03-31-2024 |
