Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFG PRIVATE WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 225 | 158,926,189 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | LARGE CAP ETF | 151 | $63,057 | 263 | 0.00 | 263 | +Inf | 03-31-2024 | |
| PALO ALTO NETWORKS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -660 | -72.29 | 12-31-2023 |
| PFIZER INC | COM | 153 | $57,610 | 2,076 | 0.00 | 0.00 | -1 | -0.05 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 154 | $56,192 | 967 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
