Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL FINANCIAL PRIVATE CLIENT LLC | 07-29-2024 | 06-30-2024 | 683 | 239,117,929 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $14,871,857 | 70,609 | 0.01 | 0.00 | 60,588 | 604.61 | 06-30-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 2 | $11,039,290 | 20,284 | 0.00 | 0.00 | 5,136 | 33.91 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC DEL CL A | Stock | 3 | $9,183,615 | 15 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 4 | $7,603,161 | 97,777 | 0.00 | 0.00 | 45,788 | 88.07 | 06-30-2024 |
