Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
SANCTUARY WEALTH MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 257 | 132,108,543 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MEDTRONIC PLC | SHS | 201 | $9,366 | 119 | 0.00 | 0.00 | -9 | -7.03 | 06-30-2024 |
DIREXION SHS ETF TR | AUSPCE CMD STG | 202 | $9,050 | 313 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SOUTHWEST AIRLS CO | COM | 204 | $8,583 | 300 | 0.00 | 0.00 | -41 | -12.02 | 06-30-2024 |