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 |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 351 | $3,792 | 117 | 0.00 | 0.00 | -5,103 | -97.76 | 09-30-2023 |
| CROWN CASTLE INC | COM | 352 | $3,590 | 39 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| SPDR SER TR | S&P BIOTECH | 353 | $3,578 | 49 | 0.00 | 0.00 | -3 | -5.77 | 09-30-2023 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 354 | $3,546 | 75 | 0.00 | 0.00 | 25 | 50.00 | 09-30-2023 |
