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 |
|---|---|---|---|---|---|---|---|---|---|
| FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF | Exchange Traded Funds | Liquidated | $0 | 0 | 0.00 | 13,209 | +Inf | 06-30-2024 | |
| FT VEST U.S. EQUITY BUFFER ETF - FEBRUARY | Exchange Traded Funds | Liquidated | $0 | 0 | 0.00 | 15,423 | +Inf | 06-30-2024 | |
| JPMORGAN CHASE & COMPANY | Common | Liquidated | $0 | 0 | 0.00 | 3,483 | +Inf | 06-30-2024 | |
| BRAEMAR HOTELS & RESORTS INCORPORATED PFD STP M | REIT | 154 | $690,000 | 27,600 | 0.00 | 27,600 | +Inf | 06-30-2024 |
