Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 101 | $1,135,305 | 4,569 | 0.00 | 0.00 | -361 | -7.32 | 12-31-2023 |
| ISHARES TR | EAFE VALUE ETF | 102 | $1,076,895 | 20,670 | 0.00 | 0.00 | -2,904 | -12.32 | 12-31-2023 |
| ISHARES TR | EAFE GRWTH ETF | 103 | $1,058,240 | 10,927 | 0.00 | 0.00 | -1,450 | -11.72 | 12-31-2023 |
| DELTA AIR LINES INC DEL | COM NEW | 104 | $1,037,733 | 25,795 | 0.00 | 0.00 | 2,187 | 9.26 | 12-31-2023 |
