Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGNEO ADVISORY SERVICES LLC | 02-13-2024 | 12-31-2023 | 436 | 710,055,886 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $75,381,448 | 391,531 | 0.01 | 0.01 | 107,189 | 37.70 | 12-31-2023 |
| SPDR S&P 500 ETF Trust | UT SER 1 | 2 | $33,997,244 | 71,240 | 0.00 | 0.00 | 36,211 | 103.37 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $31,071,823 | 82,630 | 0.00 | 0.00 | 39,337 | 90.86 | 12-31-2023 |
| AMAZON COM INC | COM | 4 | $30,742,477 | 202,333 | 0.00 | 0.00 | 80,625 | 66.24 | 12-31-2023 |
