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 |
|---|---|---|---|---|---|---|---|---|---|
| NOVARTIS AG | SPONSORED ADR | 651 | $1,200,061 | 12,406 | 0.00 | 0.00 | -1,007 | -7.51 | 03-31-2024 |
| FRANKLIN ETF TR | SHRT DUR US GOVT | 652 | $1,196,399 | 13,271 | 0.00 | 0.00 | 1,604 | 13.75 | 03-31-2024 |
| WISDOMTREE TR | EMER MKT HIGH FD | 653 | $1,194,840 | 28,557 | 0.00 | 0.00 | -31,198 | -52.21 | 03-31-2024 |
| GLOBAL X FDS | GLOBX SUPDV US | 654 | $1,189,291 | 68,389 | 0.00 | 0.00 | -6,353 | -8.50 | 03-31-2024 |
