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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 51 | $404,369 | 844 | 0.00 | 0.00 | 44 | 5.50 | 06-30-2024 |
| WORLD GOLD TR | SPDR GLD MINIS | Liquidated | $403,195 | 8,748 | 0.00 | 0.00 | 8,748 | +Inf | 06-30-2024 |
| HOME DEPOT INC | COM | 53 | $398,513 | 1,158 | 0.00 | 0.00 | 48 | 4.32 | 06-30-2024 |
| NISOURCE INC | COM | Liquidated | $397,141 | 13,785 | 0.00 | 0.00 | 13,785 | +Inf | 06-30-2024 |
