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 |
|---|---|---|---|---|---|---|---|---|---|
| HOULIHAN LOKEY INC CL A | Stock | 501 | $13,081 | 97 | 0.00 | 97 | +Inf | 06-30-2024 | |
| INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | ETF | 502 | $13,038 | 928 | 0.00 | 928 | +Inf | 06-30-2024 | |
| ALTRIA GROUP INC COM | Stock | 503 | $13,006 | 285 | 0.00 | 0.00 | -2,775 | -90.69 | 06-30-2024 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 504 | $12,758 | 35 | 0.00 | 35 | +Inf | 06-30-2024 |
