Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATOS WEALTH ADVISORS LLC | 04-16-2024 | 03-31-2024 | 659 | 1,687,332,817 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CONFLUENT INC | CLASS A COM | 701 | $459,845 | 15,067 | 0.00 | 0.00 | -4,500 | -23.00 | 03-31-2024 |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 702 | $459,636 | 4,948 | 0.00 | 0.00 | -1,022 | -17.12 | 03-31-2024 |
| BAIDU INC | SPON ADR REP A | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| KRAFT HEINZ CO | COM | 704 | $455,340 | 12,339 | 0.00 | 0.00 | 174 | 1.43 | 03-31-2024 |
