Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
MONDELEZ INTL INC | CL A | 1351 | $236,690 | 3,381 | 0.00 | 3,381 | +Inf | 03-31-2024 | |
FIDELITY COVINGTON TRUST | CLOUD COMPUTNG | 1352 | $236,527 | 9,360 | 0.00 | 9,360 | +Inf | 03-31-2024 | |
VANGUARD WORLD FD | INDUSTRIAL ETF | 1353 | $235,664 | 965 | 0.00 | 965 | +Inf | 03-31-2024 | |
ISHARES TR | MSCI USA MMENTM | Liquidated | $0 | 0 | 0.00 | 0.00 | -1,088 | -39.45 | 12-31-2023 |