Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANCTUARY WEALTH MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 286 | 103,225,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | CORE MSCI EMKT | 101 | $52,097 | 1,030 | 0.00 | 0.00 | 1,027 | 34233.33 | 12-31-2023 |
| BLACKSTONE MTG TR INC | COM CL A | 102 | $51,282 | 2,411 | 0.00 | 0.00 | -1,728 | -41.75 | 12-31-2023 |
| PALO ALTO NETWORKS INC | COM | 103 | $50,424 | 171 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 104 | $48,006 | 101 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
