Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 04-30-2024 | 03-31-2024 | 881 | 1,981,614,302 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 1001 | $236,970 | 3,375 | 0.00 | 3,375 | +Inf | 03-31-2024 | |
| MARSH & MCLENNAN COS INC | COM | 1002 | $236,611 | 1,149 | 0.00 | 1,149 | +Inf | 03-31-2024 | |
| DIGITAL RLTY TR INC | COM | 1003 | $235,910 | 1,640 | 0.00 | 1,640 | +Inf | 03-31-2024 | |
| PACER FDS TR | TRENDPILOT FD | 1004 | $235,524 | 7,458 | 0.00 | 0.00 | 34 | 0.46 | 03-31-2024 |
