Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 08-15-2024 | 06-30-2024 | 55 | 291,809,284 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -402 | -24.45 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | Liquidated | $0 | 0 | 0.00 | 0.00 | 60 | 2.44 | 06-30-2024 |
| BRP GROUP INC | COM CL A | Liquidated | $0 | 0 | 0.00 | 4,509 | +Inf | 06-30-2024 | |
| GLOBAL X FDS | S&P 500 COVERED | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,354 | 75.01 | 06-30-2024 |
