Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 04-26-2024 | 03-31-2024 | 1369 | 464,198,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 151 | $245,907 | 6,140 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 152 | $242,552 | 505 | 0.00 | 0.00 | 5 | 1.00 | 03-31-2024 |
| ALEXANDRIA REAL ESTATE EQ IN | COM | 153 | $239,785 | 1,842 | 0.00 | 0.00 | 1,821 | 8671.43 | 03-31-2024 |
| EATON CORP PLC | SHS | 154 | $239,090 | 765 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
