Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARIES WEALTH MANAGEMENT | 01-10-2024 | 12-31-2023 | 201 | 280,421,401 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| UNITED PARCEL SERVICE INC | CL B | 151 | $361,000 | 2,296 | 0.00 | 0.00 | -5 | -0.22 | 12-31-2023 |
| ISHARES TR | 3 7 YR TREAS BD | 152 | $348,462 | 2,975 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SHELL PLC | SPON ADS | 153 | $346,700 | 5,269 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | INDL | 154 | $343,566 | 3,014 | 0.00 | 0.00 | -200 | -6.22 | 12-31-2023 |
