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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO COM | Stock | 51 | $1,341,513 | 13,511 | 0.00 | 0.00 | 5,837 | 76.06 | 06-30-2024 |
| AMAZON COM INC COM | Stock | 52 | $1,334,550 | 6,905 | 0.00 | 0.00 | 6,630 | 2410.91 | 06-30-2024 |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | ETF | 53 | $1,324,200 | 16,567 | 0.00 | 0.00 | 5,163 | 45.27 | 06-30-2024 |
| PACER US CASH COWS 100 ETF | ETF | 54 | $1,320,892 | 24,241 | 0.00 | 24,241 | +Inf | 06-30-2024 |
