Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BDO WEALTH ADVISORS LLC | 08-01-2023 | 06-30-2023 | 980 | 871,874,810 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 601 | $32,130 | 594 | 0.00 | 0.00 | 402 | 209.38 | 06-30-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ SEMCNDTR | 602 | $32,036 | 450 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| EATON VANCE TAX MNGED BUY WR | COM | 603 | $31,947 | 2,300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | CORE 1 5 YR USD | 604 | $31,906 | 684 | 0.00 | 0.00 | 4 | 0.59 | 06-30-2023 |
