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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOETIS INC | CL A | 101 | $173,360 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | IBOXX HI YD ETF | 102 | $170,634 | 2,212 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | ENERGY | 103 | $166,805 | 1,830 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | ISHARES BIOTECH | 104 | $164,712 | 1,200 | 0.00 | 1,200 | +Inf | 06-30-2024 |
