Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| USADVISORS WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 126 | 240,856,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR BLMBRG BRCLY EMG MKT LCL ETF IV | BLOMBRG BRC EMRG | 201 | $240,000 | 11,329 | 0.10 | 0.36 | -29,398 | -72.18 | 12-31-2023 |
| ORACLE Corp | (ORCL) ORACLE CORP | 202 | $238,000 | 2,259 | 0.10 | 2,259 | +Inf | 12-31-2023 | |
| Cleveland-Cliffs Inc. | Com | Liquidated | $0 | 0 | 0.10 | 0.10 | 2,700 | 22.50 | 12-31-2023 |
| SPDR PORTFOLIO S&P 500 HIGH DIVID ET | PRTFLO S&P500 HI | 204 | $228,000 | 5,837 | 0.09 | 0.13 | -2,659 | -31.30 | 12-31-2023 |
