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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 851 | $269,462 | 8,353 | 0.00 | 8,353 | +Inf | 12-31-2023 | |
| FIFTH THIRD BANCORP | COM | 852 | $269,196 | 7,805 | 0.00 | 0.00 | -1,306 | -14.33 | 12-31-2023 |
| HALLIBURTON CO | COM | 853 | $268,951 | 7,440 | 0.00 | 0.00 | -599 | -7.45 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 854 | $268,935 | 5,907 | 0.00 | 0.00 | -68 | -1.14 | 12-31-2023 |
