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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | Liquidated | $0 | 0 | 0.00 | 20 | +Inf | 12-31-2023 | |
| HOWMET AEROSPACE INC | COM | 402 | $8,984 | 166 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| FIDELITY COVINGTON TRUST | CONSMR STAPLES | 403 | $8,703 | 195 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | CORE S&P US VLU | Liquidated | $0 | 0 | 0.00 | 116 | +Inf | 12-31-2023 |
