Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHOENIX WEALTH ADVISORS | 04-26-2024 | 03-31-2024 | 112 | 164,165,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 51 | $1,075,393 | 6,628 | 0.00 | 0.00 | -14 | -0.21 | 03-31-2024 |
| DANAHER CORPORATION | COM | 52 | $1,062,559 | 4,255 | 0.00 | 0.00 | -51 | -1.18 | 03-31-2024 |
| GLOBAL X FDS | FINTECH ETF | 53 | $987,163 | 35,433 | 0.00 | 0.00 | 5,109 | 16.85 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 54 | $966,339 | 1,319 | 0.00 | 0.00 | 89 | 7.24 | 03-31-2024 |
