Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | US TREAS BD ETF | 1101 | $4,191 | 183 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EUROPEAN WAX CTR INC | CLASS A COM | 1102 | $4,188 | 225 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| INVESCO EXCHANGE TRADED FD T | GLOBAL DRGN CN | 1103 | $4,186 | 157 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| SOFI TECHNOLOGIES INC | COM | 1104 | $4,170 | 500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
