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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR INTER DURATN PFD & | COM | 151 | $544,183 | 33,365 | 0.00 | 0.00 | 11,460 | 52.32 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 152 | $538,386 | 2,270 | 0.00 | 0.00 | 834 | 58.08 | 12-31-2023 |
| ING GROEP N.V. | SPONSORED ADR | 153 | $532,369 | 35,444 | 0.00 | 0.00 | 11,595 | 48.62 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 154 | $531,548 | 6,340 | 0.00 | 6,340 | +Inf | 12-31-2023 |
