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 |
|---|---|---|---|---|---|---|---|---|---|
| ROYAL CARIBBEAN GROUP | COM | 451 | $785,318 | 5,648 | 0.00 | 0.00 | 1,138 | 25.23 | 03-31-2024 |
| MCKESSON CORP | COM | 452 | $784,357 | 1,461 | 0.00 | 0.00 | 218 | 17.54 | 03-31-2024 |
| ISHARES TR | COHEN STEER REIT | 453 | $784,265 | 13,592 | 0.00 | 0.00 | 347 | 2.62 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP GRW | 454 | $784,111 | 8,989 | 0.00 | 0.00 | 22 | 0.25 | 03-31-2024 |
