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 |
|---|---|---|---|---|---|---|---|---|---|
| CF INDS HLDGS INC COM | Stock | 251 | $5,825 | 70 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NETEASE INC SPONSORED ADS | ADR | 252 | $5,794 | 56 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UBER TECHNOLOGIES INC COM | Stock | 253 | $5,774 | 75 | 0.00 | 75 | +Inf | 03-31-2024 | |
| WATTS WATER TECHNOLOGIES INC CL A | Stock | 254 | $5,739 | 27 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
