Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOLUTION WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 135 | 522,090,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MRGSTR MD CP ETF | 151 | $291,320 | 4,000 | 0.00 | 4,000 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 152 | $287,743 | 3,574 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 153 | $286,751 | 1,060 | 0.00 | 0.00 | -270 | -20.30 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 154 | $283,222 | 3,275 | 0.00 | 0.00 | -60,766 | -94.89 | 03-31-2024 |
