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 |
|---|---|---|---|---|---|---|---|---|---|
| MARKEL GROUP INC | COM | 251 | $77,596 | 51 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 252 | $76,246 | 293 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO ACTIVELY MANAGED ETF | TOTAL RETURN | 253 | $75,318 | 1,609 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 254 | $72,821 | 396 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
