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 |
|---|---|---|---|---|---|---|---|---|---|
| MCDONALDS CORP | COM | 101 | $420,107 | 1,490 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ENTERPRISE PRODS PARTNERS L | COM | 102 | $416,692 | 14,280 | 0.00 | 0.00 | 2,450 | 20.71 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 103 | $412,898 | 3,815 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WALMART INC | COM | 104 | $394,716 | 6,560 | 0.00 | 0.00 | 4,295 | 189.62 | 03-31-2024 |
