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 |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 151 | $93,593 | 813 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| EDWARDS LIFESCIENCES CORP | COM | 152 | $92,370 | 1,000 | 0.00 | 1,000 | +Inf | 06-30-2024 | |
| LENNAR CORP | CL A | 153 | $89,323 | 596 | 0.00 | 0.00 | 202 | 51.27 | 06-30-2024 |
| CITIGROUP INC | COM NEW | 154 | $88,844 | 1,400 | 0.00 | 1,400 | +Inf | 06-30-2024 |
