Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CORE WEALTH ADVISORS INC | 11-13-2023 | 09-30-2023 | 239 | 244,439,106 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| D R HORTON INC | COM | 251 | $10,747 | 100 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 252 | $10,701 | 228 | 0.00 | 0.00 | -150 | -39.68 | 09-30-2023 |
| AMERICAN CENTY ETF TR | SUSTAINABLE EQTY | 253 | $10,644 | 200 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SPDR GOLD TR | GOLD SHS | 254 | $10,630 | 62 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
