Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EXECUTIVE WEALTH MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 118 | 545,399,831 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ARISTA NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 906 | +Inf | 06-30-2024 | |
| CMS ENERGY CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -197 | -4.22 | 06-30-2024 |
| PFIZER INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 766 | 8.62 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL REL | 454 | $266,730 | 8,150 | 0.00 | 8,150 | +Inf | 06-30-2024 |
