Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 618 | 867,085,366 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND | EXCHANGE TRADED FUND | 201 | $1,135,494 | 9,385 | 0.00 | 0.00 | 126 | 1.36 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 | EXCHANGE TRADED FUND | 202 | $1,134,765 | 18,442 | 0.00 | 0.00 | 13,856 | 302.14 | 03-31-2024 |
| QORVO INCORPORATED | COMMON STOCK | 203 | $1,134,061 | 9,876 | 0.00 | 0.00 | -55 | -0.55 | 03-31-2024 |
| FREEPORT-MCMORAN INC | COMMON STOCK | 204 | $1,131,865 | 24,072 | 0.00 | 0.00 | -408 | -1.67 | 03-31-2024 |
