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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI KLD 400 SOCIAL ETF | ETF | 451 | $21,601 | 208 | 0.00 | 208 | +Inf | 06-30-2024 | |
| KEYCORP COM | Stock | 452 | $21,315 | 1,500 | 0.00 | 0.00 | -2,700 | -64.29 | 06-30-2024 |
| IQ MERGER ARBITRAGE ETF | ETF | 453 | $21,077 | 667 | 0.00 | 0.00 | -121 | -15.36 | 06-30-2024 |
| BIOGEN INC COM | Stock | 454 | $20,864 | 90 | 0.00 | 90 | +Inf | 06-30-2024 |
