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 |
|---|---|---|---|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 551 | $201,870 | 4,603 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| BLACKROCK INC | COM | 552 | $200,777 | 247 | 0.00 | 247 | +Inf | 12-31-2023 | |
| FIRST TR HIGH INCOME LONG / | COM | 553 | $196,199 | 16,228 | 0.00 | 16,228 | +Inf | 12-31-2023 |
