Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DYNAMIC WEALTH STRATEGIES LLC | 08-15-2024 | 06-30-2024 | 244 | 116,366,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS TRU | ROBO GLB ARTIF | Liquidated | $0 | 0 | 0.01 | 234 | +Inf | 06-30-2024 | |
| VERTEX PHARMACEUTICALS INC | COM | 202 | $10,000 | 22 | 0.01 | 0.01 | -10 | -31.25 | 06-30-2024 |
| GLOBAL X FDS | RBTCS ARTFL INTE | 203 | $9,000 | 278 | 0.01 | 0.01 | 0 | 0.00 | 06-30-2024 |
| ARK ETF TR | GENOMIC REV ETF | 204 | $9,000 | 375 | 0.01 | 0.01 | -188 | -33.39 | 06-30-2024 |
