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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR US AER DEF | ETF | 401 | $203,000 | 1,600 | 0.02 | 1,600 | +Inf | 12-31-2023 | |
| INVESCO EXCH TRD SLF IDX FD | RUSL 1000 DYNM | 402 | $202,000 | 3,927 | 0.02 | 3,927 | +Inf | 12-31-2023 | |
| ANTHEM INC | COM | 403 | $202,000 | 428 | 0.02 | 428 | +Inf | 12-31-2023 | |
| ISHARES TR MSCI EMG MKT | ETF | 404 | $201,000 | 5,000 | 0.02 | 0.04 | -5,666 | -53.12 | 12-31-2023 |
