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 |
|---|---|---|---|---|---|---|---|---|---|
| INGERSOLL RAND INC | COM | 951 | $1,994 | 21 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| WEST PHARMACEUTICAL SVSC INC | COM | 952 | $1,979 | 5 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BCB BANCORP INC | COM | 953 | $1,976 | 189 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO LTD | SHS | 954 | $1,958 | 118 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
