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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL MLS INC | COM | 351 | $242,000 | 3,710 | 0.02 | 0.03 | 0 | 0.00 | 12-31-2023 |
| COCA COLA CO | COM | 352 | $239,000 | 4,055 | 0.02 | 0.02 | 156 | 4.00 | 12-31-2023 |
| ISHARES TR U.S. ENERGY | ETF | 353 | $237,000 | 5,367 | 0.02 | 0.03 | 29 | 0.54 | 12-31-2023 |
| UNITED STS 12 MONTH OIL FD L | UNIT BEN INT | Liquidated | $0 | 0 | 0.02 | 5,714 | +Inf | 12-31-2023 |
