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  Name: PREVAIL INNOVATIVE WEALTH ADVISORS LLC
  City: LEAWOOD
  State: KS
  Zip: 66224
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $268,979,000
  Total Value Change : $59,382,000
  Securities Held Change : 23
   
All Securities Held : 157
  New Positions : 53
  Closed Positions : 37
  Increased Positions : 73
  Unchanged Positions : 6
  Decreased Positions : 25

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Holdings Found : 6     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSQH)1 Year Chart         PSQH Colombier Acquisition Corp. 120 - $3.95 $623,000 115,810 0.23% 16,000 0 0    N/A
   (PYCR)1 Year Chart         PYCR Paycor Hcm, Inc. 129 - $14.50 $433,000 22,262 0.16% -48,000 0 0.013    N/A
   (TGTX)1 Year Chart         TGTX TG Therapeutics Inc 138 - $16.62 $327,000 21,500 0.12% -40,000 0 0.017    Drug Manufacturers - ...
   (BHVN)1 Year Chart         BHVN Biohaven Ltd. 141 - $35.69 $295,000 5,385 0.11% 65,000 0 0.007    N/A
   (OSCR)1 Year Chart         OSCR Oscar Health, Inc. 154 - $0.00 $149,000 10,000 0.06% 57,000 0 0.006    N/A
   (NCZ)1 Year Chart         NCZ Virtus Allianzgi Convertibl... 156 - $2.86 $99,000 33,186 0.04% 0 0 0.044    Closed - End Fund - Debt

      6 Records Found
  1    
Page 1 of 1
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