Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFG PRIVATE WEALTH MANAGEMENT LLC | 04-23-2024 | 03-31-2024 | 225 | 158,926,189 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL | COM | 351 | $2,971 | 42 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 352 | $2,966 | 29 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| EA SERIES TRUST | MARKETDESK FOCUS | 353 | $2,948 | 105 | 0.00 | 0.00 | -897 | -89.52 | 03-31-2024 |
| ISHARES TR | U.S. MED DVC ETF | 354 | $2,812 | 48 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
