Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WEALTH EFFECTS LLC 04-22-2024 03-31-2024 217 271,104,924
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
AVADEL PHARMACEUTICALS PLC SPONSORED ADR 1 $38,242,770 2,264,226 0.01 0.01 -152,100 -6.29 03-31-2024
NVIDIA CORPORATION COM 2 $19,953,126 22,083 0.01 0.00 -2,663 -10.76 03-31-2024
APPLE INC COM 3 $15,308,071 89,270 0.01 0.01 -6,568 -6.85 03-31-2024
AMAZON COM INC COM 4 $10,962,234 60,773 0.00 0.00 -1,865 -2.98 03-31-2024
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