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 |
|---|---|---|---|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL C | 51 | $267,978 | 1,760 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AMERIPRISE FINL INC | COM | 52 | $265,695 | 606 | 0.00 | 0.00 | -4 | -0.66 | 03-31-2024 |
| COCA COLA CO | COM | 53 | $259,583 | 4,243 | 0.00 | 0.00 | 55 | 1.31 | 03-31-2024 |
| ISHARES TR | EXPONENTIAL TECH | 54 | $254,995 | 4,277 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
