Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS LLC | 04-22-2024 | 03-31-2024 | 98 | 649,981,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAYSCALE BITCOIN TR BTC | SHS REP COM UT | 51 | $870,988 | 13,788 | 0.00 | 13,788 | +Inf | 03-31-2024 | |
| VANGUARD STAR FDS | VG TL INTL STK F | 52 | $833,868 | 13,829 | 0.00 | 0.00 | 5,700 | 70.12 | 03-31-2024 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 53 | $802,522 | 2,018 | 0.00 | 0.00 | -210 | -9.43 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 54 | $801,915 | 4,389 | 0.00 | 0.00 | 107 | 2.50 | 03-31-2024 |
