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 |
|---|---|---|---|---|---|---|---|---|---|
| PTC INC | COM | 651 | $5,858 | 31 | 0.00 | 0.00 | -51 | -62.20 | 03-31-2024 |
| IDEX CORP | COM | 652 | $5,857 | 24 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RPM INTL INC | COM | 653 | $5,829 | 49 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SKECHERS U S A INC | CL A | 654 | $5,820 | 95 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
