Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP | 04-19-2024 | 03-31-2024 | 128 | 126,503,192 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $9,259,775 | 27,473 | 0.01 | 0.01 | -743 | -2.63 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 2 | $6,091,717 | 34,011 | 0.00 | 0.00 | -136 | -0.40 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $5,673,699 | 10,847 | 0.00 | 0.00 | -412 | -3.66 | 03-31-2024 |
| APPLE INC | COM | 4 | $4,452,860 | 25,967 | 0.00 | 0.00 | -1,512 | -5.50 | 03-31-2024 |
