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 |
|---|---|---|---|---|---|---|---|---|---|
| PAYLOCITY HLDG CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| LEGGETT & PLATT INC | COM | 1052 | $1,475 | 77 | 0.00 | 77 | +Inf | 03-31-2024 | |
| MKS INSTRS INC | COM | 1053 | $1,463 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RXO INC | COMMON STOCK | 1054 | $1,444 | 66 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
