Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDS | GROWTH ETF | 51 | $3,361,856 | 10,814 | 0.00 | 0.00 | -729 | -6.32 | 12-31-2023 |
ALPHABET INC | CAP STK CL A | 52 | $3,313,167 | 23,718 | 0.00 | 0.00 | 372 | 1.59 | 12-31-2023 |
EXTRA SPACE STORAGE INC | COM | 53 | $3,311,337 | 20,653 | 0.00 | 20,653 | +Inf | 12-31-2023 | |
ORACLE CORP | COM | 54 | $3,290,337 | 31,209 | 0.00 | 0.00 | -56 | -0.18 | 12-31-2023 |