Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANCTUARY WEALTH MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 286 | 103,225,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. TECH ETF | 151 | $19,026 | 155 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK MUNIYIELD FD INC | COM | 152 | $18,326 | 1,700 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COINBASE GLOBAL INC | COM CL A | 153 | $18,262 | 105 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 154 | $16,561 | 295 | 0.00 | 0.00 | -68 | -18.73 | 12-31-2023 |
