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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | SP EM MKT DIV | 551 | $3,024 | 93 | 0.00 | 93 | +Inf | 12-31-2023 | |
| BROOKFIELD REAL ASSETS INCOM | SHS BEN INT | 552 | $3,010 | 235 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR INDEX SHS FDS | S&P GLBDIV ETF | Liquidated | $0 | 0 | 0.00 | 55 | +Inf | 12-31-2023 | |
| ETF SER SOLUTIONS | US GLB JETS | 554 | $2,855 | 150 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
