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 |
|---|---|---|---|---|---|---|---|---|---|
| LUCID GROUP INC COM | Stock | 451 | $143 | 50 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CASTOR MARITIME INC SHS | Stock | 452 | $138 | 40 | 0.00 | 40 | +Inf | 03-31-2024 | |
| VANGUARD U.S. QUALITY FACTOR ETF | ETF | 453 | $137 | 1 | 0.00 | 1 | +Inf | 03-31-2024 | |
| VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | ETF | 454 | $128 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
