Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ROYAL CAPITAL WEALTH MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 92 | 115,491,983 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $13,049,427 | 27,455 | 0.01 | 0.01 | 7,703 | 39.00 | 12-31-2023 |
| MASTERCARD INCORPORATED | CL A | 2 | $8,648,916 | 20,278 | 0.01 | 0.01 | -136 | -0.67 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $7,598,231 | 20,206 | 0.01 | 0.01 | 797 | 4.11 | 12-31-2023 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 4 | $6,306,819 | 17,683 | 0.01 | 0.01 | 0 | 0.00 | 12-31-2023 |
