Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 08-08-2024 | 06-30-2024 | 889 | 2,125,484,112 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EQUIFAX INC | COM | 1101 | $218,700 | 902 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | IBONDS 24 TRM HG | 1102 | $218,610 | 9,407 | 0.00 | 0.00 | -214 | -2.22 | 06-30-2024 |
| ISHARES TR | BROAD USD HIGH | 1103 | $218,061 | 6,010 | 0.00 | 0.00 | -2,332 | -27.95 | 06-30-2024 |
| WHIRLPOOL CORP | COM | 1104 | $217,890 | 2,132 | 0.00 | 0.00 | -695 | -24.58 | 06-30-2024 |
