Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PRIVATE ADVISOR GROUP LLC 04-26-2024 03-31-2024 2352 13,915,653,207
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
WISDOMTREE TR US LARGECAP FUND 51 $54,375,905 981,515 0.00 0.00 -22,465 -2.24 03-31-2024
VANGUARD INDEX FDS MID CAP ETF 52 $53,412,131 213,768 0.00 0.00 -14,899 -6.52 03-31-2024
SPDR SER TR PORTFLI INTRMDIT 53 $53,256,323 1,889,861 0.00 0.00 77,985 4.30 03-31-2024
META PLATFORMS INC CL A 54 $52,933,710 109,012 0.00 0.00 -5,757 -5.02 03-31-2024
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