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 |
|---|---|---|---|---|---|---|---|---|---|
| CHENIERE ENERGY INC | COM NEW | 551 | $601,164 | 3,727 | 0.00 | 0.00 | 256 | 7.38 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | DORSEY WRGT INDS | 552 | $599,482 | 4,295 | 0.00 | 0.00 | 221 | 5.42 | 03-31-2024 |
| OCCIDENTAL PETE CORP | COM | 553 | $595,822 | 9,167 | 0.00 | 0.00 | 609 | 7.12 | 03-31-2024 |
| DOW INC | COM | 554 | $595,298 | 10,276 | 0.00 | 0.00 | 126 | 1.24 | 03-31-2024 |
