Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL FINANCIAL PRIVATE CLIENT LLC | 05-15-2024 | 03-31-2020 | 537 | 94,468,367 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BCE INC COM NEW | Stock | 201 | $54,121 | 1,392 | 0.00 | 1,392 | +Inf | 03-31-2020 | |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | ETF | 202 | $53,142 | 1,283 | 0.00 | 1,283 | +Inf | 03-31-2020 | |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | ADR | 203 | $52,463 | 1,128 | 0.00 | 1,128 | +Inf | 03-31-2020 | |
| MARRIOTT INTL INC NEW CL A | Stock | 204 | $51,932 | 751 | 0.00 | 751 | +Inf | 03-31-2020 |
