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 |
|---|---|---|---|---|---|---|---|---|---|
| HORMEL FOODS CORP | COM | Liquidated | $1,187 | 34 | 0.00 | 0.00 | 34 | +Inf | 03-31-2024 |
| VEEVA SYS INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -40.00 | 12-31-2023 |
| SPDR INDEX SHS FDS | S&P EMKTSC ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST AMERN FINL CORP | COM | 1104 | $1,160 | 19 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
