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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P 500 VALUE ETF | ETF | 301 | $22,158 | 241 | 0.00 | 241 | +Inf | 03-31-2020 | |
| DISCOVER FINL SVCS COM | Stock | 302 | $22,071 | 700 | 0.00 | 700 | +Inf | 03-31-2020 | |
| MOTOROLA SOLUTIONS INC COM NEW | Stock | 303 | $22,066 | 175 | 0.00 | 175 | +Inf | 03-31-2020 | |
| IQ HEDGE MULTI-STRATEGY TRACKER ETF | ETF | 304 | $21,946 | 781 | 0.00 | 781 | +Inf | 03-31-2020 |
