Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 1776 WEALTH LLC | 05-10-2024 | 03-31-2024 | 164 | 211,285,520 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FT CBOE VEST US EQUITY BUFFER ETF - DECEMBER | ETF | Liquidated | $0 | 0 | 0.00 | 9,650 | +Inf | 03-31-2024 | |
| ROCKWELL AUTOMATION INCORPORATED | Common | 302 | $333,865 | 1,146 | 0.00 | 1,146 | +Inf | 03-31-2024 | |
| EXXON MOBIL CORPORATION | COM | Liquidated | $0 | 0 | 0.00 | 2,814 | +Inf | 03-31-2024 | |
| FIRST TRUST PREFERRED SECURITIES AND INCOME ETF | Exchange Traded Funds | 304 | $328,422 | 18,962 | 0.00 | 18,962 | +Inf | 03-31-2024 |
