Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SOFI TECHNOLOGIES INC | COM | 401 | $914,800 | 125,315 | 0.00 | 0.00 | 7,502 | 6.37 | 03-31-2024 |
| VANGUARD WORLD FD | CONSUM STP ETF | 402 | $911,574 | 4,465 | 0.00 | 0.00 | 165 | 3.84 | 03-31-2024 |
| VIAVI SOLUTIONS INC | COM | 403 | $899,910 | 99,000 | 0.00 | 0.00 | -39,600 | -28.57 | 03-31-2024 |
| HUBSPOT INC | COM | 404 | $889,715 | 1,420 | 0.00 | 0.00 | 10 | 0.71 | 03-31-2024 |
