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
DUPONT DE NEMOURS INC COM 751 $363,439 4,740 0.00 0.00 491 11.56 03-31-2024
ISHARES TR USD INV GRDE ETF 752 $362,197 7,134 0.00 0.00 385 5.70 03-31-2024
HP INC COM 753 $361,227 11,951 0.00 0.00 810 7.27 03-31-2024
PROSHARES TR INVT INT RT HG 754 $358,842 4,689 0.00 0.00 -79 -1.66 03-31-2024
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