Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAN LUIS WEALTH ADVISORS LLC | 04-11-2024 | 03-31-2024 | 46 | 190,456,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | 1-3 MONTH T-BILL | 51 | $1,521,000 | 60,550 | 0.80 | 0.29 | 32,829 | 118.43 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 52 | $1,314,000 | 6,385 | 0.69 | 0.52 | 0 | 0.00 | 03-31-2024 |
| AT&T INC | COM | 53 | $1,026,000 | 58,301 | 0.54 | 0.41 | 381 | 0.66 | 03-31-2024 |
