Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PRESTIGE WEALTH MANAGEMENT GROUP LLC | 04-26-2024 | 03-31-2024 | 1369 | 464,198,252 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ORTHOFIX MED INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
PROVIDENT FINL SVCS INC | COM | 1352 | $379 | 26 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
FRANKLIN RESOURCES INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
ORGANIGRAM HLDGS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |