Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
INTERNATIONAL PRIVATE WEALTH ADVISORS LLC 05-10-2024 12-31-2023 108 101,088,681
Institutional Holdings
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
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