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 |
|---|---|---|---|---|---|---|---|---|---|
| WOODSIDE ENERGY GROUP LTD SPONSORED ADR | ADR | 351 | $1,957 | 98 | 0.00 | 98 | +Inf | 03-31-2024 | |
| SEA LTD SPONSORD ADS | ADR | 352 | $1,880 | 35 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SUNNOVA ENERGY INTL INC. COM | Stock | 353 | $1,839 | 300 | 0.00 | 300 | +Inf | 03-31-2024 | |
| SPDR S&P 600 SMALL CAP GROWTH ETF | ETF | 354 | $1,832 | 21 | 0.00 | 21 | +Inf | 03-31-2024 |
