Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANCTUARY WEALTH MANAGEMENT LLC | 08-08-2024 | 06-30-2024 | 257 | 132,108,543 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERIPRISE FINL INC | COM | 251 | $3,418 | 8 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 252 | $3,400 | 4 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SALESFORCE INC | COM | 253 | $3,342 | 13 | 0.00 | 0.00 | 7 | 116.67 | 06-30-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 254 | $3,318 | 6 | 0.00 | 6 | +Inf | 06-30-2024 |
