Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ENDURANCE WEALTH MANAGEMENT INC 08-08-2023 06-30-2023 775 731,084,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
CORNING INC COM Stock 751 $2,000 53 0.00 0.00 0 0.00 06-30-2023
COINBASE GLOBAL INC COM CL A Stock 752 $2,000 21 0.00 0.00 0 0.00 06-30-2023
CERENCE INC COM Stock 753 $2,000 68 0.00 0.00 0 0.00 06-30-2023
CARNIVAL CORP Stock 754 $2,000 100 0.00 0.00 0 0.00 06-30-2023
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