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 |
|---|---|---|---|---|---|---|---|---|---|
| HALEON PLC | SPON ADS | 751 | $395 | 48 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CREDIT SUISSE HIGH YIELD BD | SH BEN INT | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 12-31-2023 | |
| BGC GROUP INC | CL A | 753 | $361 | 50 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 754 | $360 | 5 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
