Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMELIORA WEALTH MANAGEMENT LTD | 04-16-2024 | 03-31-2024 | 195 | 220,613,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 101 | $292,175 | 3,250 | 0.00 | 3,250 | +Inf | 03-31-2024 | |
| WELLS FARGO CO NEW | COM | 102 | $289,800 | 5,000 | 0.00 | 0.00 | 3,000 | 150.00 | 03-31-2024 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 103 | $272,842 | 1,750 | 0.00 | 1,750 | +Inf | 03-31-2024 | |
| VANGUARD INDEX FDS | SM CP VAL ETF | 104 | $268,632 | 1,400 | 0.00 | 1,400 | +Inf | 03-31-2024 |
