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 |
|---|---|---|---|---|---|---|---|---|---|
| BANK AMERICA CORP | COM | 51 | $1,334,928 | 35,204 | 0.00 | 0.00 | -15,584 | -30.68 | 03-31-2024 |
| BROADCOM INC | COM | 52 | $1,266,114 | 955 | 0.00 | 0.00 | -11 | -1.14 | 03-31-2024 |
| MASTERCARD INCORPORATED | CL A | 53 | $1,208,741 | 2,510 | 0.00 | 0.00 | -2,468 | -49.58 | 03-31-2024 |
| PIMCO ETF TR | ENHAN SHRT MA AC | 54 | $1,208,290 | 12,018 | 0.00 | 0.00 | -21 | -0.17 | 03-31-2024 |
