Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GM ADVISORY GROUP LLC | 02-12-2024 | 12-31-2023 | 199 | 1,324,151,339 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHELL PLC | SPON ADS | 101 | $1,403,185 | 21,325 | 0.00 | 0.00 | -2,030 | -8.69 | 12-31-2023 |
| INTUITIVE SURGICAL INC | COM NEW | 102 | $1,371,706 | 4,066 | 0.00 | 0.00 | 330 | 8.83 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 103 | $1,302,845 | 3,713 | 0.00 | 0.00 | 23 | 0.62 | 12-31-2023 |
| ORACLE CORP | COM | 104 | $1,298,059 | 12,312 | 0.00 | 0.00 | 1,365 | 12.47 | 12-31-2023 |
