Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WMG FINANCIAL ADVISORS LLC | 05-07-2024 | 03-31-2024 | 230 | 174,749,783 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 51 | $737,196 | 5,468 | 0.00 | 0.00 | -177 | -3.14 | 03-31-2024 |
| ARBOR REALTY TRUST INC | COM | 52 | $728,088 | 54,950 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 53 | $716,317 | 3,482 | 0.00 | 0.00 | 52 | 1.52 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 54 | $680,428 | 7,191 | 0.00 | 0.00 | -103 | -1.41 | 03-31-2024 |
