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 |
|---|---|---|---|---|---|---|---|---|---|
| WIDEPOINT CORP COMMON | Stock | 401 | $943 | 364 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MOSAIC CO NEW COM | Stock | 402 | $941 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BROOKDALE SR LIVING INC COM | Stock | 403 | $939 | 142 | 0.00 | 142 | +Inf | 03-31-2024 | |
| MARATHON OIL CORP COM | Stock | 404 | $907 | 32 | 0.00 | 32 | +Inf | 03-31-2024 |
