Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LEO WEALTH LLC | 03-14-2024 | 12-31-2023 | 327 | 965,037,417 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOUTHERN CO | COM | 201 | $522,753 | 7,484 | 0.00 | 7,484 | +Inf | 12-31-2023 | |
| NETFLIX INC | COM | 202 | $522,719 | 1,006 | 0.00 | 1,006 | +Inf | 12-31-2023 | |
| SHELL PLC | SPON ADS | 203 | $514,484 | 7,921 | 0.00 | 7,921 | +Inf | 12-31-2023 | |
| COLGATE PALMOLIVE CO | COM | 204 | $493,949 | 5,721 | 0.00 | 5,721 | +Inf | 12-31-2023 |
