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 |
|---|---|---|---|---|---|---|---|---|---|
| TRAVEL PLUS LEISURE CO | COM | 701 | $938 | 24 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO SP600 | 702 | $928 | 22 | 0.00 | 22 | +Inf | 12-31-2023 | |
| MARSH MCLENNAN COS INC | COM | 703 | $903 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 704 | $902 | 19 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
