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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 2000 GRW ETF | 1301 | $542 | 2 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REGAL REXNORD CORPORATION | COM | 1302 | $542 | 3 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| U HAUL HOLDING COMPANY | COM | 1303 | $541 | 8 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FRANKLIN ELEC INC | COM | 1304 | $535 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
