Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KENVUE INC | COM | Liquidated | $0 | 0 | 0.00 | 690 | +Inf | 12-31-2023 | |
| EXELON CORP | COM | 352 | $13,750 | 383 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| DOLLAR GEN CORP NEW | COM | 353 | $13,595 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ROSS STORES INC | COM | 354 | $13,562 | 98 | 0.00 | 0.00 | 38 | 63.33 | 12-31-2023 |
