Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMELIORA WEALTH MANAGEMENT LTD | 04-16-2024 | 03-31-2024 | 195 | 220,613,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CITIGROUP INC | COM NEW | 201 | $68,932 | 1,090 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | BBG CONV SEC ETF | 202 | $65,736 | 900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NOVO-NORDISK A S | ADR | 203 | $64,200 | 500 | 0.00 | 500 | +Inf | 03-31-2024 | |
| SIMON PPTY GROUP INC NEW | COM | 204 | $62,596 | 400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
