Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MGO PRIVATE WEALTH LLC | 04-18-2024 | 03-31-2024 | 80 | 159,363,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $737,608 | 2,643 | 0.00 | 0.00 | 954 | 56.48 | 03-31-2024 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 52 | $726,602 | 9,477 | 0.00 | 0.00 | -1,427 | -13.09 | 03-31-2024 |
| GLOBAL X FDS | GLB X MLP ENRG I | 53 | $706,539 | 14,422 | 0.00 | 0.00 | -124 | -0.85 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 54 | $694,533 | 948 | 0.00 | 0.00 | 285 | 42.99 | 03-31-2024 |
