Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMELIORA WEALTH MANAGEMENT LTD | 04-16-2024 | 03-31-2024 | 195 | 220,613,824 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES INC | JP MORGAN EM ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INTUITIVE SURGICAL INC | COM NEW | 302 | $14,367 | 36 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | 303 | $14,248 | 350 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 304 | $13,770 | 327 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
