Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04-01-2024 | 03-31-2024 | 361 | 265,911,805 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LULULEMON ATHLETICA INC COM | Stock | 201 | $10,157 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NEXTERA ENERGY INC COM | Stock | 202 | $10,034 | 157 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | ETF | 203 | $9,936 | 202 | 0.00 | 0.00 | 194 | 2425.00 | 03-31-2024 |
| GAMESTOP CORP NEW CL A | Stock | 204 | $9,866 | 788 | 0.00 | 0.00 | -40 | -4.83 | 03-31-2024 |
