Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHOENIX WEALTH ADVISORS | 04-26-2024 | 03-31-2024 | 112 | 164,165,610 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPOTIFY TECHNOLOGY S A | SHS | 151 | $285,012 | 1,080 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PFIZER INC | COM | 152 | $279,276 | 10,064 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | 153 | $278,361 | 2,152 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AKAMAI TECHNOLOGIES INC | COM | 154 | $276,685 | 2,544 | 0.00 | 0.00 | -38 | -1.47 | 03-31-2024 |
