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 |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC | COM | 201 | $57,330 | 3,000 | 0.00 | 3,000 | +Inf | 06-30-2024 | |
| CARRIER GLOBAL CORPORATION | COM | 202 | $56,141 | 890 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COMCAST CORP NEW | CL A | 203 | $54,824 | 1,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| KRANESHARES TRUST | CSI CHI INTERNET | Liquidated | $54,040 | 2,000 | 0.00 | 0.00 | 2,000 | +Inf | 06-30-2024 |
