Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHOENIX WEALTH ADVISORS | 04-26-2024 | 03-31-2024 | 112 | 164,165,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $9,049,266 | 21,509 | 0.01 | 0.00 | 3,644 | 20.40 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 2 | $7,215,623 | 185,587 | 0.00 | 0.00 | 6,771 | 3.79 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 3 | $6,539,751 | 59,339 | 0.00 | 0.01 | -10,472 | -15.00 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 4 | $6,078,244 | 51,858 | 0.00 | 0.00 | -11,666 | -18.36 | 03-31-2024 |
