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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 1051 | $218,425 | 312 | 0.00 | 312 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | Liquidated | $218,098 | 4,722 | 0.00 | 0.00 | 4,722 | +Inf | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 1053 | $217,474 | 6,180 | 0.00 | 6,180 | +Inf | 03-31-2024 | |
| KRAFT HEINZ CO | COM | 1054 | $217,438 | 5,891 | 0.00 | 0.00 | -820 | -12.22 | 03-31-2024 |
