Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS LLC | 02-12-2024 | 12-31-2023 | 134 | 209,591,090 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | FLOATNG RAT TREA | 1 | $9,923,405 | 197,520 | 0.00 | 0.00 | 9,066 | 4.81 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 2 | $8,578,346 | 156,027 | 0.00 | 0.01 | -39,482 | -20.19 | 12-31-2023 |
| ADAMS DIVERSIFIED EQUITY FD | COM | 3 | $5,526,184 | 312,038 | 0.00 | 0.00 | -18,635 | -5.64 | 12-31-2023 |
| OUTFRONT MEDIA INC | COM | 4 | $5,262,459 | 376,967 | 0.00 | 0.00 | -13,961 | -3.57 | 12-31-2023 |
