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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 151 | $389,191 | 4,857 | 0.00 | 4,857 | +Inf | 06-30-2024 | |
| VANGUARD SMALL-CAP ETF | ETF | 152 | $372,848 | 1,710 | 0.00 | 0.00 | -2,887 | -62.80 | 06-30-2024 |
| INVESCO S&P 500 TOP 50 ETF | ETF | 153 | $372,268 | 8,137 | 0.00 | 0.00 | 7,337 | 917.12 | 06-30-2024 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 154 | $371,216 | 2,682 | 0.00 | 2,682 | +Inf | 06-30-2024 |
