Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WORLD EQUITY GROUP INC | 08-26-2024 | 06-30-2023 | 317 | 339,471,346 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $18,380,235 | 87,269 | 0.01 | 0.01 | -89,563 | -50.65 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $17,509,706 | 39,176 | 0.01 | 0.01 | -38,938 | -49.85 | 06-30-2024 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | Liquidated | $0 | 0 | 0.00 | 0 | NaN | 06-30-2024 | |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,187 | 2.18 | 12-31-2023 |
