Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENEDETTI & GUCER INC | 02-12-2024 | 12-31-2023 | 142 | 190,835,095 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARATHON OIL CORPORATION | Equity | Liquidated | $0 | 0 | 0.24 | 20,040 | +Inf | 12-31-2023 | |
| AMERICAN EXPRESS COMPANY | COM | 252 | $455,611 | 2,432 | 0.00 | 2,432 | +Inf | 12-31-2023 | |
| ISHARES GOLD TR ISHARES NEW | ISHARES NEW | 253 | $450,875 | 11,552 | 0.00 | 11,552 | +Inf | 12-31-2023 | |
| ISHARES TRUST CORE US AGGBD ET ETF | CORE US AGGBD ET ETF | Liquidated | $0 | 0 | 0.23 | 0.53 | -2,950 | -39.25 | 12-31-2023 |
