Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANK AMERICA CORP | COM | 351 | $1,090,361 | 28,754 | 0.00 | 0.00 | 232 | 0.81 | 03-31-2024 |
AMPLIFY ETF TR | CWP ENHANCED DIV | Liquidated | $0 | 0 | 0.00 | 0.00 | 7,329 | 33.58 | 03-31-2024 |
ISHARES TR | RUSSELL 3000 ETF | 353 | $1,064,476 | 3,547 | 0.00 | 0.00 | -48 | -1.34 | 03-31-2024 |
ISHARES TR | CORE HIGH DV ETF | 354 | $1,059,266 | 9,611 | 0.00 | 0.00 | 740 | 8.34 | 03-31-2024 |