Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WORLD EQUITY GROUP INC | 08-26-2024 | 06-30-2023 | 317 | 339,471,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INTEL CORP | COM | 251 | $453,595 | 14,646 | 0.00 | 0.00 | -19,338 | -56.90 | 06-30-2024 |
| ISHARES TR | RUSSELL 2000 ETF | 252 | $676,230 | 3,333 | 0.00 | 0.00 | -4,529 | -57.61 | 06-30-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 253 | $782,529 | 2,230 | 0.00 | 2,230 | +Inf | 12-31-2023 | |
| FIRST TR EXCH TRD ALPHDX FD | SWITZLND ALPHA | 254 | $673,709 | 11,221 | 0.00 | 11,221 | +Inf | 06-30-2023 |
