Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JW COLE ADVISORS INC | 01-30-2024 | 12-31-2023 | 816 | 1,707,554,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TR | LADERD ALCTN PWR | 751 | $326,492 | 8,146 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| TETRA TECH INC NEW | COM | 752 | $325,859 | 1,952 | 0.00 | 0.00 | -9 | -0.46 | 12-31-2023 |
| ZOETIS INC | CL A | 753 | $325,674 | 1,650 | 0.00 | 0.00 | 127 | 8.34 | 12-31-2023 |
| SPDR SER TR | S&P 400 MDCP VAL | 754 | $324,909 | 4,428 | 0.00 | 4,428 | +Inf | 12-31-2023 |
