Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 02-08-2024 | 12-31-2023 | 1360 | 440,737,515 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 1 | $52,718,950 | 750,127 | 0.01 | 0.01 | -35,840 | -4.56 | 12-31-2023 |
| ISHARES TR | BROAD USD HIGH | 2 | $23,795,728 | 654,628 | 0.01 | 0.01 | 22,092 | 3.49 | 12-31-2023 |
| WISDOMTREE TR | YIELD ENHANCD US | 3 | $23,691,139 | 538,190 | 0.01 | 0.01 | 17,884 | 3.44 | 12-31-2023 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $23,268,058 | 316,357 | 0.01 | 0.01 | 20,096 | 6.78 | 12-31-2023 |
