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 |
|---|---|---|---|---|---|---|---|---|---|
| TESLA INC | COM | 51 | $7,791,847 | 44,344 | 0.00 | 0.00 | -2,070 | -4.46 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 52 | $7,429,837 | 147,271 | 0.00 | 0.00 | 1,302 | 0.89 | 03-31-2024 |
| ISHARES TR | RUS MD CP GR ETF | 53 | $7,409,645 | 64,917 | 0.00 | 0.00 | -1,076 | -1.63 | 03-31-2024 |
| HOME DEPOT INC | COM | 54 | $7,253,953 | 18,994 | 0.00 | 0.00 | 1,631 | 9.39 | 03-31-2024 |
