Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GREENWICH WEALTH MANAGEMENT LLC 02-01-2024 12-31-2023 233 1,012,479,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD SCOTTSDALE FDS INT-TERM CORP 101 $1,907,000 23,467 0.19 0.19 275 1.19 12-31-2023
CVS HEALTH CORP COM 102 $1,878,000 23,783 0.19 0.18 -200 -0.83 12-31-2023
ALLEGION PLC ORD SHS 103 $1,865,000 14,722 0.18 0.16 -122 -0.82 12-31-2023
JOHNSON CTLS INTL PLC SHS 104 $1,799,000 31,209 0.18 0.17 235 0.76 12-31-2023
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