Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UBS GROUP AG | 05-10-2024 | 03-31-2024 | 18453 | 401,538,677,804 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | ALLIANZIM US LRG | 7351 | $33,981 | 1,250 | 0.00 | 0.00 | 148 | 13.43 | 03-31-2024 |
| DESTINY TECH100 INC | COM SHS | 7352 | $33,925 | 1,357 | 0.00 | 1,357 | +Inf | 03-31-2024 | |
| J P MORGAN EXCHANGE TRADED F | INTERNL GWT | Liquidated | $0 | 0 | 0.00 | 634 | +Inf | 12-31-2023 | |
| VALUE LINE INC | COM | 7354 | $33,899 | 837 | 0.00 | 0.00 | -87 | -9.42 | 03-31-2024 |
