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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | ETF | 801 | $586 | 19 | 0.00 | 19 | +Inf | 06-30-2024 | |
| UNITED AIRLS HLDGS INC COM | Stock | 802 | $584 | 12 | 0.00 | 12 | +Inf | 06-30-2024 | |
| PLUG POWER INC COM NEW | Stock | 803 | $583 | 250 | 0.00 | 250 | +Inf | 06-30-2024 | |
| BIOMARIN PHARMACEUTICAL INC COM | Stock | 804 | $576 | 7 | 0.00 | 7 | +Inf | 06-30-2024 |
