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 |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE U.S. SMALLCAP FUND | ETF | 301 | $70,695 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ABRDN PHYSICAL GOLD SHARES ETF | ETF | 302 | $70,293 | 3,163 | 0.00 | 0.00 | -22,587 | -87.72 | 06-30-2024 |
| SPDR S&P AEROSPACE & DEFENSE ETF | ETF | 303 | $69,434 | 496 | 0.00 | 0.00 | -649 | -56.68 | 06-30-2024 |
| SKYWORKS SOLUTIONS INC COM | Stock | 304 | $69,064 | 648 | 0.00 | 0.00 | 48 | 8.00 | 06-30-2024 |
