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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | 3 7 YR TREAS BD | 151 | $3,209,096 | 27,710 | 0.00 | 0.00 | -45,135 | -61.96 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 152 | $3,126,243 | 42,736 | 0.00 | 0.00 | 2,116 | 5.21 | 03-31-2024 |
| PACER FDS TR | TRENDP US LAR CP | 153 | $3,125,088 | 65,488 | 0.00 | 0.00 | 4,506 | 7.39 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 154 | $3,120,910 | 28,317 | 0.00 | 0.00 | -454 | -1.58 | 03-31-2024 |
