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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP COM | Stock | 751 | $1,179 | 16 | 0.00 | 0.00 | -734 | -97.87 | 06-30-2024 |
| ROSS STORES INC COM | Stock | 752 | $1,163 | 8 | 0.00 | 8 | +Inf | 06-30-2024 | |
| SEMTECH CORP COM | Stock | 753 | $1,135 | 38 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SPDR S&P REGIONAL BANKING ETF | ETF | 754 | $1,129 | 23 | 0.00 | 0.00 | -430 | -94.92 | 06-30-2024 |
