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 |
|---|---|---|---|---|---|---|---|---|---|
| IRIDIUM COMMUNICATIONS INC | COM | 751 | $4,212 | 161 | 0.00 | 0.00 | -39 | -19.50 | 03-31-2024 |
| ADVANCE AUTO PARTS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 47 | 391.67 | 12-31-2023 |
| TERADATA CORP DEL | COM | 753 | $4,138 | 107 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 754 | $4,092 | 45 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
