Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KOVACK ADVISORS INC | 04-19-2024 | 03-31-2024 | 472 | 825,871,750 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KELLANOVA | COM | 951 | $355,194 | 6,200 | 0.00 | 0.00 | -279 | -4.31 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 952 | $349,876 | 13,178 | 0.00 | 13,178 | +Inf | 03-31-2024 | |
| FIDELITY MERRIMACK STR TR | INVESTMENT GR BD | 953 | $349,304 | 8,173 | 0.00 | 8,173 | +Inf | 03-31-2024 | |
| BROADSTONE NET LEASE INC | COM | 954 | $348,383 | 22,233 | 0.00 | 0.00 | -314 | -1.39 | 03-31-2024 |
