Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 04-26-2024 | 03-31-2024 | 1369 | 464,198,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE TR | US QTLY DIV GRT | 1 | $53,109,150 | 697,062 | 0.01 | 0.01 | -53,065 | -7.07 | 03-31-2024 |
| ISHARES TR | CONV BD ETF | 2 | $26,703,215 | 334,501 | 0.01 | 0.01 | 42,996 | 14.75 | 03-31-2024 |
| ISHARES TR | BROAD USD HIGH | 3 | $26,455,229 | 723,018 | 0.01 | 0.01 | 68,390 | 10.45 | 03-31-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4 | $26,163,142 | 360,225 | 0.01 | 0.01 | 43,868 | 13.87 | 03-31-2024 |
