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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB CHARLES CORP | COM | 451 | $14,758 | 204 | 0.00 | 0.00 | -4,449 | -95.62 | 03-31-2024 |
| TORONTO DOMINION BK ONT | COM NEW | 452 | $14,733 | 244 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TRANE TECHNOLOGIES PLC | SHS | 453 | $14,710 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| DOLLAR TREE INC | COM | 454 | $14,647 | 110 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
