Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATOS WEALTH PARTNERS LTD | 04-16-2024 | 03-31-2024 | 1380 | 6,032,773,008 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED ALP | MID CAP VAL FD | 601 | $1,360,913 | 25,134 | 0.00 | 0.00 | 688 | 2.81 | 03-31-2024 |
| CSX CORP | COM | 602 | $1,344,057 | 36,257 | 0.00 | 0.00 | 251 | 0.70 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 603 | $1,342,528 | 17,365 | 0.00 | 0.00 | 1,155 | 7.13 | 03-31-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 604 | $1,332,113 | 11,401 | 0.00 | 0.00 | -1,476 | -11.46 | 03-31-2024 |
