Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WMG FINANCIAL ADVISORS LLC | 05-07-2024 | 03-31-2024 | 230 | 174,749,783 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ROBOTICS ARTIF | 201 | $224,649 | 6,540 | 0.00 | 0.00 | -115 | -1.73 | 03-31-2024 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 202 | $224,532 | 4,725 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 203 | $222,659 | 1,465 | 0.00 | 1,465 | +Inf | 03-31-2024 | |
| AMERICAN CENTY ETF TR | INTERNATIONAL LR | 204 | $221,728 | 4,100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
