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 |
|---|---|---|---|---|---|---|---|---|---|
| DISNEY WALT CO | COM | 201 | $1,938,061 | 15,839 | 0.00 | 0.00 | -1,447 | -8.37 | 03-31-2024 |
| ADVANCE AUTO PARTS INC | COM | 202 | $1,933,840 | 22,727 | 0.00 | 0.00 | 150 | 0.66 | 03-31-2024 |
| CATERPILLAR INC | COM | 203 | $1,931,384 | 5,271 | 0.00 | 0.00 | 89 | 1.72 | 03-31-2024 |
| FISERV INC | COM | 204 | $1,928,548 | 12,067 | 0.00 | 0.00 | 402 | 3.45 | 03-31-2024 |
