Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE ADVISORS INC | 04-15-2024 | 03-31-2024 | 167 | 424,076,137 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 101 | $792,979 | 6,822 | 0.00 | 0.00 | 2 | 0.03 | 03-31-2024 |
| GOLDMAN SACHS PHYSICAL GOLD | UNIT | 102 | $776,819 | 35,326 | 0.00 | 0.00 | 19,184 | 118.85 | 03-31-2024 |
| ADVISORS INNER CIRCLE FD III | STRATEGAS MACRO | 103 | $757,760 | 29,853 | 0.00 | 0.00 | -8,914 | -22.99 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 104 | $756,717 | 20,898 | 0.00 | 20,898 | +Inf | 03-31-2024 |
