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 |
|---|---|---|---|---|---|---|---|---|---|
| BHP GROUP LTD | SPONSORED ADS | 901 | $272,919 | 4,718 | 0.00 | 0.00 | -18 | -0.38 | 03-31-2024 |
| ROYAL GOLD INC | COM | 902 | $272,897 | 2,240 | 0.00 | 0.00 | 426 | 23.48 | 03-31-2024 |
| ISHARES TR | IBONDS DEC 2032 | 903 | $272,762 | 10,994 | 0.00 | 10,994 | +Inf | 03-31-2024 | |
| XPO INC | COM | 904 | $272,371 | 2,232 | 0.00 | 2,232 | +Inf | 03-31-2024 |
