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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | Exchange Traded Funds | Liquidated | $0 | 0 | 0.00 | 8,240 | +Inf | 06-30-2024 | |
| AMERICAN TOWER CORPORATION NEW REIT | REIT | 252 | $457,423 | 2,353 | 0.00 | 2,353 | +Inf | 06-30-2024 | |
| FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER | Exchange Traded Funds | Liquidated | $0 | 0 | 0.00 | 14,108 | +Inf | 06-30-2024 | |
| HONEYWELL INTERNATIONAL INCORPORATED | Common | Liquidated | $0 | 0 | 0.00 | 2,215 | +Inf | 06-30-2024 |
