Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANCTUARY WEALTH MANAGEMENT LLC | 02-07-2024 | 12-31-2023 | 286 | 103,225,280 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MAIN STR CAP CORP | COM | 251 | $2,097 | 49 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 252 | $2,096 | 25 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MARSH & MCLENNAN COS INC | COM | 253 | $2,084 | 11 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| MATTEL INC | COM | 254 | $1,831 | 97 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
