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 |
|---|---|---|---|---|---|---|---|---|---|
| LINDE PLC | SHS | 751 | $318,713 | 686 | 0.00 | 0.00 | 4 | 0.59 | 03-31-2024 |
| SAP SE | SPON ADR | 752 | $316,729 | 1,624 | 0.00 | 0.00 | -143 | -8.09 | 03-31-2024 |
| UBS GROUP AG | SHS | 753 | $316,725 | 10,310 | 0.00 | 0.00 | -1,395 | -11.92 | 03-31-2024 |
| INTUIT | COM | 754 | $316,694 | 487 | 0.00 | 0.00 | -163 | -25.08 | 03-31-2024 |
