Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,706 | -7.90 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | Liquidated | $0 | 0 | 0.00 | 0.00 | 24,743 | 36.79 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 153 | $2,396,319 | 43,720 | 0.00 | 0.00 | 2,827 | 6.91 | 03-31-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 154 | $2,386,705 | 47,572 | 0.00 | 0.00 | -2,573 | -5.13 | 03-31-2024 |
