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 |
|---|---|---|---|---|---|---|---|---|---|
| CME GROUP INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 70 | 175.00 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 130 | 185.71 | 03-31-2024 |
| HUMANA INC | COM | 253 | $21,298 | 57 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 20 | 100.00 | 03-31-2024 |
