Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL WEALTH PLANNING LLC | 02-08-2024 | 12-31-2023 | 165 | 8,734,598,446 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 151 | $650,870 | 6,510 | 0.00 | 0.00 | -10,241 | -61.14 | 12-31-2023 |
| UNILEVER PLC | SPON ADR NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,777 | 40.44 | 12-31-2023 |
| PEPSICO INC | COM | 153 | $627,049 | 3,692 | 0.00 | 0.00 | -295 | -7.40 | 12-31-2023 |
| VALE S A | SPONSORED ADS | 154 | $613,290 | 38,669 | 0.00 | 0.00 | 20,112 | 108.38 | 12-31-2023 |
