Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL NET LEASE INC | COM NEW | 651 | $562,821 | 72,435 | 0.00 | 0.00 | 13,235 | 22.36 | 03-31-2024 |
| FIRST TR MORNINGSTAR DIVID L | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | -283 | -1.79 | 03-31-2024 |
| AEROVIRONMENT INC | COM | 653 | $547,210 | 3,570 | 0.00 | 0.00 | -1,602 | -30.97 | 03-31-2024 |
| DIGITAL RLTY TR INC | COM | 654 | $544,264 | 3,779 | 0.00 | 0.00 | 995 | 35.74 | 03-31-2024 |
