Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SEACREST WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 603 | 817,994,767 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 501 | $403,752 | 949 | 0.00 | 0.00 | -68 | -6.69 | 03-31-2024 |
| ISHARES TR | US OIL EQ&SV ETF | 502 | $403,280 | 17,052 | 0.00 | 0.00 | -2,233 | -11.58 | 03-31-2024 |
| GLOBAL X FDS | US PFD ETF | 503 | $402,293 | 19,955 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 504 | $400,920 | 4,237 | 0.00 | 0.00 | -3,746 | -46.92 | 03-31-2024 |
