Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| US CAPITAL WEALTH ADVISORS LLC | 05-10-2024 | 03-31-2024 | 676 | 2,598,197,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | PFD AND INCM SEC | 551 | $600,735 | 18,639 | 0.00 | 0.00 | -1,611 | -7.96 | 03-31-2024 |
| GLOBAL X FDS | LITHIUM BTRY ETF | Liquidated | $0 | 0 | 0.00 | 10,846 | +Inf | 12-31-2023 | |
| HUNTINGTON BANCSHARES INC | COM | 553 | $594,400 | 42,609 | 0.00 | 0.00 | 28,843 | 209.52 | 03-31-2024 |
| INTERNATIONAL BANCSHARES COR | COM | 554 | $592,515 | 10,554 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
