Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALTERNA WEALTH MANAGEMENT INC | 05-02-2024 | 03-31-2024 | 98 | 123,418,887 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | COM | 51 | $671,606 | 3,353 | 0.00 | 0.00 | 1,115 | 49.82 | 03-31-2024 |
| MASTERCARD INC | CL A | 52 | $652,046 | 1,354 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 53 | $588,253 | 6,217 | 0.00 | 0.00 | -1,517 | -19.61 | 03-31-2024 |
| INNOVATOR ETFS TR | US EQT ULTRA BF | 54 | $585,165 | 20,780 | 0.00 | 20,780 | +Inf | 03-31-2024 |
