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 |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ACTIVE BOND EXCHANGE TRADED FUND | EXCHANGE TRADED FUND | 601 | $280,926 | 3,058 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NATIONAL GRID PLC SPONSORED ADR NE | AMERICAN DEPOSITORY | Liquidated | $0 | 0 | 0.00 | 4,130 | +Inf | 03-31-2024 | |
| KLA CORP | COMMON STOCK | 603 | $279,743 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| PIMCO DYNAMIC INCOME OPP | CLOSED END FUND | Liquidated | $0 | 0 | 0.00 | 21,411 | +Inf | 12-31-2023 |
