Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY INC | 02-05-2024 | 12-31-2023 | 475 | 389,596,787 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYPAL HLDGS INC | COM | 501 | $4,299 | 70 | 0.00 | 0.00 | -10 | -12.50 | 12-31-2023 |
| AMETEK INC | COM | 502 | $4,287 | 26 | 0.00 | 26 | +Inf | 12-31-2023 | |
| NEWMONT CORP | COM | 503 | $4,139 | 100 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VERISIGN INC | COM | 504 | $4,119 | 20 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
