Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREENWICH WEALTH MANAGEMENT LLC | 02-01-2024 | 12-31-2023 | 233 | 1,012,479,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC SPON | ADS | 301 | $332,000 | 40,302 | 0.03 | 0.04 | 0 | 0.00 | 12-31-2023 |
| CONOCOPHILLIPS | COM | 302 | $321,000 | 2,762 | 0.03 | 0.03 | 240 | 9.52 | 12-31-2023 |
| SELECT SECTOR SPDR TR SBI MATERIALS | ETF | 303 | $307,000 | 3,593 | 0.03 | 0.03 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INTL EQUITY INDEX F GLB EX US | ETF | 304 | $302,000 | 7,091 | 0.03 | 0.03 | -250 | -3.41 | 12-31-2023 |
