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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE MSCI TOTL | EXCHANGE TRADED FUND | 501 | $364,907 | 5,377 | 0.00 | 0.00 | 424 | 8.56 | 03-31-2024 |
| AVNET INCORPORATED | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 7,203 | +Inf | 03-31-2024 | |
| ULTA BEAUTY INC. | COMMON STOCK | 503 | $362,878 | 694 | 0.00 | 0.00 | 123 | 21.54 | 03-31-2024 |
| JABIL INCORPORATED | COMMON STOCK | 504 | $362,602 | 2,707 | 0.00 | 0.00 | -1,560 | -36.56 | 03-31-2024 |
