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 |
|---|---|---|---|---|---|---|---|---|---|
| FS ENERGY & POWER FUND | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 45,474 | +Inf | 12-31-2023 | |
| NORDIC AMERN TANK F | FOREIGN ORDINARIES | 752 | $170,884 | 43,593 | 0.00 | 43,593 | +Inf | 03-31-2024 | |
| EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND | EXCHANGE TRADED FUND | Liquidated | $0 | 0 | 0.00 | 13,983 | +Inf | 03-31-2024 | |
| FS ENERGY & PWR FD COM SH BEN INT | CLOSED END FUND | 754 | $169,087 | 49,296 | 0.00 | 0.00 | -1 | -0.00 | 03-31-2024 |
