Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATOS WEALTH ADVISORS LLC | 04-16-2024 | 03-31-2024 | 659 | 1,687,332,817 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLOCK H & R INC | COM | 301 | $1,703,354 | 34,684 | 0.00 | 0.00 | 411 | 1.20 | 03-31-2024 |
| ISHARES TR | RUS MID CAP ETF | 302 | $1,701,194 | 20,230 | 0.00 | 0.00 | -868 | -4.11 | 03-31-2024 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | Liquidated | $0 | 0 | 0.00 | 0.00 | 11,571 | 23.79 | 03-31-2024 |
| KIMBERLY-CLARK CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4,084 | -22.61 | 12-31-2023 |
