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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | MID CAP GRW IMP | 951 | $252,904 | 4,377 | 0.00 | 0.00 | 22 | 0.51 | 03-31-2024 |
| ISHARES TR | CYBERSECURITY | 952 | $252,312 | 5,385 | 0.00 | 0.00 | -1 | -0.02 | 03-31-2024 |
| BOSTON SCIENTIFIC CORP | COM | 953 | $250,194 | 3,653 | 0.00 | 3,653 | +Inf | 03-31-2024 | |
| CBRE GBL REAL ESTATE INC FD | COM | 954 | $249,926 | 46,502 | 0.00 | 0.00 | 32,978 | 243.85 | 03-31-2024 |
