Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLARO ADVISORS LLC | 04-18-2024 | 03-31-2024 | 419 | 575,923,971 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | COM | 501 | $229,067 | 548 | 0.00 | 548 | +Inf | 03-31-2024 | |
| VANGUARD WORLD FD | MEGA CAP INDEX | 502 | $225,926 | 1,209 | 0.00 | 1,209 | +Inf | 03-31-2024 | |
| WISDOMTREE TR | YIELD ENHANCED | 503 | $225,095 | 4,780 | 0.00 | 0.00 | -1,966 | -29.14 | 03-31-2024 |
| HARMONY GOLD MINING CO LTD | SPONSORED ADR | 504 | $224,700 | 27,503 | 0.00 | 27,503 | +Inf | 03-31-2024 |
