Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GM ADVISORY GROUP LLC | 05-09-2024 | 03-31-2024 | 225 | 1,426,137,288 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 201 | $529,935 | 1,653 | 0.00 | 0.00 | 260 | 18.66 | 03-31-2024 |
| SPDR SER TR | S&P REGL BKG | 202 | $510,191 | 10,147 | 0.00 | 0.00 | -406 | -3.85 | 03-31-2024 |
| COMCAST CORP NEW | CL A | 203 | $505,092 | 11,651 | 0.00 | 0.00 | -1,255 | -9.72 | 03-31-2024 |
| AMERICAN TOWER CORP NEW | COM | 204 | $499,903 | 2,530 | 0.00 | 0.00 | -238 | -8.60 | 03-31-2024 |
