Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EVOLUTION WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 135 | 522,090,454 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P BK ETF | 51 | $2,576,229 | 54,697 | 0.00 | 0.00 | -131,561 | -70.63 | 03-31-2024 |
| ISHARES TR | US AER DEF ETF | 52 | $2,517,620 | 19,083 | 0.00 | 0.00 | -59,498 | -75.72 | 03-31-2024 |
| META PLATFORMS INC | CL A | 53 | $2,030,212 | 4,181 | 0.00 | 0.00 | 13 | 0.31 | 03-31-2024 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 54 | $1,964,899 | 38,832 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
