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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | COMMUNICATION | 301 | $1,375,781 | 16,786 | 0.00 | 0.00 | 4,578 | 37.50 | 03-31-2024 |
| TRAVELERS COMPANIES INC | COM | 302 | $1,365,051 | 5,962 | 0.00 | 0.00 | 1,242 | 26.31 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | DIVID ACHIEVEV | 303 | $1,360,404 | 31,956 | 0.00 | 31,956 | +Inf | 03-31-2024 | |
| ISHARES TR | 7-10 YR TRSY BD | 304 | $1,355,619 | 14,321 | 0.00 | 0.00 | 10,622 | 287.16 | 03-31-2024 |
