Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 11-13-2023 | 09-30-2023 | 239 | 244,439,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 151 | $35,492 | 1,070 | 0.00 | 0.00 | -298 | -21.78 | 09-30-2023 |
| MARRIOTT INTL INC NEW | CL A | 152 | $34,988 | 178 | 0.00 | 0.00 | -24 | -11.88 | 09-30-2023 |
| ISHARES TR | SELECT DIVID ETF | 153 | $34,935 | 325 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| TEXAS INSTRS INC | COM | 154 | $34,188 | 215 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
