Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BSW WEALTH PARTNERS | 04-18-2024 | 03-31-2024 | 302 | 590,301,702 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BANCO BILBAO VIZCAYA ARGENTA | SPONSORED ADR | 301 | $274,191 | 23,158 | 0.00 | 0.00 | 923 | 4.15 | 03-31-2024 |
| LUMEN TECHNOLOGIES INC | COM | 302 | $273,195 | 175,125 | 0.00 | 175,125 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 303 | $272,442 | 1,308 | 0.00 | 1,308 | +Inf | 03-31-2024 | |
| QUANTA SVCS INC | COM | 304 | $271,751 | 1,046 | 0.00 | 0.00 | -651 | -38.36 | 03-31-2024 |
