Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 351 | $125,394 | 1,090 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
BLACKROCK INC | COM | 352 | $124,406 | 180 | 0.00 | 0.00 | 45 | 33.33 | 06-30-2023 |
WISDOMTREE TR | EUROPE HEDGED EQ | 353 | $122,805 | 1,500 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
RIVERNORTH OPPORTUNITIES FD | COM | 354 | $120,921 | 10,570 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |