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 |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 251 | $38,577 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| COMCAST CORP NEW | CL A | 252 | $38,237 | 872 | 0.00 | 0.00 | -400 | -31.45 | 12-31-2023 |
| FEDEX CORP | COM | 253 | $37,946 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIVE9 INC | COM | 254 | $37,693 | 479 | 0.00 | 0.00 | 279 | 139.50 | 12-31-2023 |
