Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRUEWEALTH ADVISORS LLC | 04-23-2024 | 03-31-2024 | 208 | 258,984,533 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | FLTG RATE NT ETF | 251 | $231,812 | 4,540 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 252 | $231,435 | 1,125 | 0.00 | 1,125 | +Inf | 03-31-2024 | |
| ADVISORSHARES TR | ADVISORSHS ETF | 253 | $230,940 | 3,626 | 0.00 | 3,626 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | LIMITED DURATION | 254 | $230,584 | 12,285 | 0.00 | 0.00 | 655 | 5.63 | 03-31-2024 |
