Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| US CAPITAL WEALTH ADVISORS LLC | 05-10-2024 | 03-31-2024 | 676 | 2,598,197,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| QUANTA SVCS INC | COM | 351 | $1,401,068 | 5,393 | 0.00 | 0.00 | 205 | 3.95 | 03-31-2024 |
| GUGGENHEIM ACTIVE ALLOC FD | COMMON STOCK | 352 | $1,389,507 | 94,460 | 0.00 | 0.00 | -27,607 | -22.62 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 353 | $1,383,257 | 13,327 | 0.00 | 0.00 | -581 | -4.18 | 03-31-2024 |
| UNITY SOFTWARE INC | COM | 354 | $1,382,259 | 51,770 | 0.00 | 0.00 | 1,110 | 2.19 | 03-31-2024 |
