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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P 600 SMCP VAL | 701 | $400,148 | 4,823 | 0.00 | 0.00 | -886 | -15.52 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 702 | $399,638 | 8,325 | 0.00 | 8,325 | +Inf | 03-31-2024 | |
| KINDER MORGAN INC DEL | COM | 703 | $398,350 | 21,718 | 0.00 | 0.00 | 8,828 | 68.49 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SHORT | 704 | $397,313 | 13,346 | 0.00 | 0.00 | -606 | -4.34 | 03-31-2024 |
