Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GREENWICH WEALTH MANAGEMENT LLC 02-01-2024 12-31-2023 233 1,012,479,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INTERACTIVE BROKERS GROUP IN COM CL A 1 $258,497,000 3,118,176 25.53 28.52 317 0.01 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 2 $97,893,000 205,957 9.67 9.31 -181 -0.09 12-31-2023
NVIDIA CORP COM 3 $88,129,000 177,959 8.70 8.17 247 0.14 12-31-2023
APPLE INC COM 4 $39,591,000 205,638 3.91 3.73 -304 -0.15 12-31-2023
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