Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANGUARD CAPITAL WEALTH ADVISORS | 02-05-2024 | 12-31-2023 | 151 | 123,695,183 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | 101 | $410,311 | 4,501 | 0.00 | 0.00 | 200 | 4.65 | 12-31-2023 |
| MIZUHO FINANCIAL GROUP INC | SPONSORED ADR | 102 | $409,969 | 119,177 | 0.00 | 0.00 | 7,776 | 6.98 | 12-31-2023 |
| CITIGROUP INC | COM NEW | 103 | $388,441 | 7,551 | 0.00 | 0.00 | 566 | 8.10 | 12-31-2023 |
| ALLIANCEBERNSTEIN GLOBAL HIG | COM | 104 | $374,440 | 37,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
