Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BLACKROCK ULTRA | 51 | $7,131,550 | 141,611 | 0.00 | 0.00 | 7,501 | 5.59 | 12-31-2023 |
| SPDR SER TR | S&P DIVID ETF | 52 | $6,905,872 | 55,260 | 0.00 | 0.00 | 25,430 | 85.25 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 53 | $6,893,633 | 65,993 | 0.00 | 0.00 | 2,492 | 3.92 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 54 | $6,616,771 | 38,898 | 0.00 | 0.00 | 3,917 | 11.20 | 12-31-2023 |
