Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH STRATEGIES & ASSOCIATES | 04-01-2024 | 03-31-2024 | 361 | 265,911,805 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO COM | Stock | 301 | $3,286 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 302 | $3,206 | 10 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CONAGRA BRANDS INC COM | Stock | 303 | $3,201 | 108 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | ETF | 304 | $3,189 | 47 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
