Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHGATE FAMILY OFFICE LLC | 05-08-2024 | 03-31-2024 | 22 | 38,507,931 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $17,165,173 | 32,816 | 0.04 | 0.04 | 55 | 0.17 | 03-31-2024 |
| ISHARES TR | U.S. FIN SVC ETF | 2 | $3,666,080 | 55,295 | 0.01 | 0.01 | 36,867 | 200.06 | 03-31-2024 |
| EVERCOMMERCE INC | COM | 3 | $2,770,573 | 294,116 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| APPLE INC | COM | 4 | $2,672,574 | 15,585 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
