Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES LLC | 05-02-2024 | 03-31-2024 | 1310 | 4,433,365,324 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN PFD &INCOME OPPORTUN | COM | 1601 | $317,443 | 44,151 | 0.00 | 0.00 | 25,163 | 132.52 | 03-31-2024 |
| FIDELITY COVINGTON TRUST | BLUE CHIP GRWTH | Liquidated | $0 | 0 | 0.00 | 5,981 | +Inf | 03-31-2024 | |
| GLOBAL X FDS | S&P 500 COVERED | Liquidated | $315,770 | 7,741 | 0.00 | 7,741 | +Inf | 03-31-2024 | |
| TELADOC HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1,468 | 11.14 | 03-31-2024 |
