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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | VEST FUND OF DEP | 51 | $312,609 | 12,854 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PROCTER AND GAMBLE CO | COM | 52 | $294,877 | 1,788 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| PHILIP MORRIS INTL INC | COM | 53 | $270,146 | 2,666 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | IBOXX HI YD ETF | 54 | $232,430 | 3,013 | 0.00 | 0.00 | 2,266 | 303.35 | 06-30-2024 |
