Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | 05-10-2024 | 12-31-2023 | 108 | 101,088,681 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES INC | CORE MSCI EMKT | 1 | $4,950,634 | 97,877 | 0.00 | 97,877 | +Inf | 12-31-2023 | |
SPDR S&P 500 ETF TR | TR UNIT | 2 | $4,822,705 | 9,220 | 0.01 | 0.01 | -4,332 | -31.97 | 03-31-2024 |
ETF OPPORTUNITIES TRUST | IDX DYNAMIC FIXE | Liquidated | $0 | 0 | 0.01 | 151,540 | +Inf | 03-31-2024 | |
TESLA INC | COM | 4 | $2,049,412 | 8,248 | 0.00 | 8,248 | +Inf | 12-31-2023 |