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 |
|---|---|---|---|---|---|---|---|---|---|
| ALLEGIANT TRAVEL CO | COM | 1001 | $1,806 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JD.COM INC | SPON ADR CL A | Liquidated | $0 | 0 | 0.00 | 0.00 | -20 | -27.78 | 12-31-2023 |
| VOYA FINANCIAL INC | COM | 1003 | $1,775 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| STRATEGIC ED INC | COM | 1004 | $1,771 | 17 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
