Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
DELOS WEALTH ADVISORS LLC 05-09-2024 03-31-2024 349 89,004,301
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FIRST TR EXCH TRD ALPHDX FD CHINA ALPHADEX Liquidated $0 0 0.00 0.00 0 0.00 03-31-2024
CBOE GLOBAL MKTS INC COM 152 $16,352 89 0.00 89 +Inf 03-31-2024
ACCENTURE PLC IRELAND SHS CLASS A 153 $15,945 46 0.00 0.00 -9 -16.36 03-31-2024
SELECT SECTOR SPDR TR TECHNOLOGY 154 $15,621 75 0.00 0.00 -120 -61.54 03-31-2024
logo   

Please upgrade to premium to see all results. Signup if you don't have an account.

Login Signup
Debug Info- Version: 2.6