Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKLEY W R CORP | COM | 151 | $204,169 | 2,887 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | SELECT DIVID ETF | 152 | $190,248 | 1,623 | 0.00 | 0.00 | 200 | 14.05 | 12-31-2023 |
| UNION PAC CORP | COM | 153 | $186,671 | 760 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| AON PLC | SHS CL A | 154 | $176,649 | 607 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
