Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IPG INVESTMENT ADVISORS LLC | 02-12-2024 | 12-31-2023 | 194 | 500,403,144 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SALESFORCE INC | COM | 51 | $4,007,096 | 15,228 | 0.00 | 0.00 | -2,001 | -11.61 | 12-31-2023 |
| SPDR GOLD TR | GOLD SHS | 52 | $3,948,043 | 20,652 | 0.00 | 0.00 | 1,960 | 10.49 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 53 | $3,797,432 | 9,268 | 0.00 | 0.00 | 769 | 9.05 | 12-31-2023 |
| ISHARES TR | 0-5YR INVT GR CP | 54 | $3,560,948 | 72,377 | 0.00 | 0.00 | -31,722 | -30.47 | 12-31-2023 |
