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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK HAWAII CORP | COM | 1151 | $999 | 16 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OGE ENERGY CORP | COM | 1153 | $995 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ZOOMINFO TECHNOLOGIES INC | COMMON STOCK | Liquidated | $0 | 0 | 0.00 | 39 | +Inf | 12-31-2023 |
