Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 04-26-2024 | 03-31-2024 | 1369 | 464,198,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PAYCHEX INC | COM | 351 | $29,472 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | US AER DEF ETF | 352 | $29,025 | 220 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SILVERCREST ASSET MGMT GROUP | CL A | 353 | $28,458 | 1,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AUTOZONE INC | COM | 354 | $28,366 | 9 | 0.00 | 0.00 | -1 | -10.00 | 03-31-2024 |
