Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP | 04-19-2024 | 03-31-2024 | 128 | 126,503,192 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ISHS 1-5YR INVS | 51 | $926,938 | 18,076 | 0.00 | 0.00 | -125 | -0.69 | 03-31-2024 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 52 | $907,165 | 4,032 | 0.00 | 0.00 | 2,527 | 167.91 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $906,812 | 4,408 | 0.00 | 0.00 | 35 | 0.80 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 54 | $900,035 | 42,920 | 0.00 | 0.00 | -1,800 | -4.03 | 03-31-2024 |
