Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
JW COLE ADVISORS INC 01-30-2024 12-31-2023 816 1,707,554,294
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $107,000,966 555,760 0.01 0.01 38,428 7.43 12-31-2023
SPDR S&P 500 ETF TR TR UNIT 2 $47,594,265 100,133 0.00 0.00 3,945 4.10 12-31-2023
INVESCO QQQ TR UNIT SER 1 3 $42,076,336 102,744 0.00 0.00 10,311 11.16 12-31-2023
MICROSOFT CORP COM 4 $38,807,471 103,199 0.00 0.00 16,786 19.43 12-31-2023
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6