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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | HEALTH CAR ETF | 51 | $678,300 | 2,550 | 0.00 | 2,550 | +Inf | 06-30-2024 | |
| ISHARES INC | MSCI SWITZERLAND | 52 | $636,565 | 13,204 | 0.00 | 0.00 | -3,840 | -22.53 | 06-30-2024 |
| GLOBAL X FDS | RENEWABLE ENERGY | 53 | $635,606 | 63,880 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ALPHABET INC | CAP STK CL C | 54 | $546,592 | 2,980 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
