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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 201 | $72,768 | 103 | 0.00 | 0.00 | -47 | -31.33 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 202 | $72,289 | 930 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CORTEVA INC | COM | 203 | $71,784 | 1,498 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CVS HEALTH CORP | COM | 204 | $71,753 | 909 | 0.00 | 0.00 | -49,493 | -98.20 | 12-31-2023 |
