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 |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | COM | 801 | $344,976 | 6,376 | 0.00 | 6,376 | +Inf | 03-31-2024 | |
| ISHARES TR | ESG EAFE ETF | 802 | $343,375 | 5,039 | 0.00 | 0.00 | 26 | 0.52 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 803 | $342,105 | 8,799 | 0.00 | 0.00 | 711 | 8.79 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 804 | $341,115 | 4,685 | 0.00 | 0.00 | -635 | -11.94 | 03-31-2024 |
