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 |
|---|---|---|---|---|---|---|---|---|---|
| BCE INC | COM NEW | 551 | $9,009 | 260 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| CANADIAN NATL RY CO | COM | 552 | $8,957 | 68 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHLUMBERGER LTD | COM STK | 553 | $8,869 | 161 | 0.00 | 0.00 | -58 | -26.48 | 03-31-2024 |
| COTERRA ENERGY INC | COM | 554 | $8,839 | 317 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
