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
ALIBABA GROUP HLDG LTD SPONSORED ADS 251 $306,879 4,241 0.00 4,241 +Inf 03-31-2024
LAUDER ESTEE COS INC CL A 252 $299,730 1,944 0.00 0.00 6 0.31 03-31-2024
SHIFT4 PMTS INC CL A 253 $297,976 4,510 0.00 4,510 +Inf 03-31-2024
MCKESSON CORP COM 254 $295,360 550 0.00 0.00 13 2.42 03-31-2024
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