Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LFA - LUGANO FINANCIAL ADVISORS SA | 07-30-2024 | 06-30-2024 | 172 | 131,283,102 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $22,643,362 | 41,607 | 0.02 | 0.02 | -3,283 | -7.31 | 06-30-2024 |
| SPDR GOLD TR | GOLD SHS | 2 | $5,573,704 | 25,923 | 0.00 | 0.00 | 6 | 0.02 | 06-30-2024 |
| ISHARES TR | MSCI USA ESG SLC | 3 | $5,533,773 | 49,246 | 0.00 | 0.00 | 17,991 | 57.56 | 06-30-2024 |
| ISHARES TR | ESG AWRE 1 5 YR | 4 | $5,410,380 | 220,922 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
