Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BENEDETTI & GUCER INC | 02-12-2024 | 12-31-2023 | 142 | 190,835,095 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TRUST SHS REP COM UT | COM | 51 | $2,488,416 | 71,878 | 0.00 | 0.79 | -8,324 | -10.38 | 12-31-2023 |
| ISHARES TR CORE US AGGBD ET | Equity | Liquidated | $0 | 0 | 1.24 | 24,626 | +Inf | 12-31-2023 | |
| ISHARES TR CORE DIV GRWTH | Equity | Liquidated | $0 | 0 | 1.20 | 45,405 | +Inf | 12-31-2023 | |
| ISHARES TR CORE MSCI EAFE | CORE MSCI EAFE | 54 | $2,333,434 | 33,169 | 0.00 | 33,169 | +Inf | 12-31-2023 |
