Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTERNA WEALTH MANAGEMENT INC | 05-02-2024 | 03-31-2024 | 98 | 123,418,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 HI | 201 | $219,753 | 5,398 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | IBONDS 24 TRM HG | 202 | $218,718 | 9,381 | 0.00 | 9,381 | +Inf | 03-31-2024 | |
| SALESFORCE INC | COM | 203 | $210,224 | 698 | 0.00 | 698 | +Inf | 03-31-2024 | |
| AMERICAN EXPRESS CO | COM | 204 | $209,475 | 920 | 0.00 | 920 | +Inf | 03-31-2024 |
