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 |
|---|---|---|---|---|---|---|---|---|---|
| GRAINGER W W INC | COM | 501 | $11,191 | 11 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRUKER CORP | COM | 502 | $11,179 | 119 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UNITED STATES STL CORP NEW | COM | 503 | $11,174 | 274 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TECK RESOURCES LTD | CL B | 504 | $10,988 | 240 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
