Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DARWIN WEALTH MANAGEMENT LLC | 05-13-2024 | 03-31-2024 | 137 | 358,776,174 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 101 | $1,459,716 | 23,859 | 0.00 | 0.00 | -1,685 | -6.60 | 03-31-2024 |
| FISERV INC | COM | 102 | $1,458,745 | 9,127 | 0.00 | 0.00 | -1,996 | -17.94 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | Liquidated | $0 | 0 | 0.00 | 0.00 | -598 | -1.74 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,353 | -13.75 | 03-31-2024 |
