Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HIGH NET WORTH ADVISORY GROUP LLC | 01-08-2024 | 12-31-2023 | 196 | 269,303,581 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | Liquidated | $0 | 0 | 0.00 | 2,183 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 502 | $224,224 | 4,400 | 0.00 | 4,400 | +Inf | 12-31-2023 | |
| TRUIST FINL CORP | COM | 503 | $223,994 | 6,067 | 0.00 | 6,067 | +Inf | 12-31-2023 | |
| ORACLE CORP | COM | 504 | $223,828 | 2,123 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
