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 |
|---|---|---|---|---|---|---|---|---|---|
| BARRICK GOLD CORP | COM | 851 | $2,996 | 180 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| REXFORD INDL RLTY INC | COM | 852 | $2,993 | 59 | 0.00 | 0.00 | 12 | 25.53 | 03-31-2024 |
| HUNT J B TRANS SVCS INC | COM | 853 | $2,989 | 15 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 854 | $2,935 | 34 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
