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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO MUNI INCOME OPP TRST | COM | 201 | $80,215 | 12,284 | 0.00 | 12,284 | +Inf | 03-31-2024 |
