Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTERNATIONAL PRIVATE WEALTH ADVISORS LLC | 07-31-2024 | 06-30-2024 | 121 | 59,333,706 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 101 | $279,802 | 1,414 | 0.00 | 0.00 | -6,834 | -82.86 | 06-30-2024 |
| MCCORMICK & CO INC | COM NON VTG | Liquidated | $278,794 | 3,930 | 0.00 | 0.00 | 3,930 | +Inf | 06-30-2024 |
| ISHARES TR | RUSSELL 2000 ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -37 | -2.72 | 06-30-2024 |
| PPL CORP | COM | Liquidated | $270,224 | 9,773 | 0.00 | 0.00 | 9,773 | +Inf | 06-30-2024 |
