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 |
|---|---|---|---|---|---|---|---|---|---|
| PACCAR INC | COM | 301 | $45,221 | 365 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DISNEY WALT CO | CALL | Liquidated | $0 | 0 | 0.00 | 0.00 | -3,000 | -85.71 | 03-31-2024 |
| SELECT SECTOR SPDR TR | INDL | Liquidated | $0 | 0 | 0.00 | 389 | +Inf | 03-31-2024 | |
| ALLSTATE CORP | COM | 304 | $44,331 | 253 | 0.00 | 0.00 | -352 | -58.18 | 03-31-2024 |
