Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1776 WEALTH LLC | 08-13-2024 | 06-30-2024 | 180 | 222,219,076 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INCORPORATED | Common | Liquidated | $0 | 0 | 0.01 | 129,747 | +Inf | 06-30-2024 | |
| AMAZON COM INCORPORATED | Common | Liquidated | $0 | 0 | 0.01 | 107,900 | +Inf | 06-30-2024 | |
| ADOBE INCORPORATED | Common | Liquidated | $0 | 0 | 0.01 | 33,181 | +Inf | 06-30-2024 | |
| FIRST TRUST ETF IV FIRST TRUST ENHANCED SHORT | Exchange Traded Funds | Liquidated | $0 | 0 | 0.01 | 231,149 | +Inf | 06-30-2024 |
