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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | AUTNMUS TECHNLGY | 651 | $1,731 | 30 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| OCCIDENTAL PETE CORP | *W EXP 08/03/202 | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 12-31-2023 | |
| ATLASSIAN CORPORATION | CL A | 653 | $1,665 | 7 | 0.00 | 7 | +Inf | 12-31-2023 | |
| ASANA INC | CL A | 654 | $1,616 | 85 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
