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 |
|---|---|---|---|---|---|---|---|---|---|
| KB HOME | Common | Liquidated | $0 | 0 | 0.00 | 35,274 | +Inf | 06-30-2024 | |
| FT VEST U.S. EQUITY BUFFER - JANUARY | Exchange Traded Funds | Liquidated | $0 | 0 | 0.00 | 55,603 | +Inf | 06-30-2024 | |
| SYNOPSYS INCORPORATED | Common | Liquidated | $0 | 0 | 0.00 | 3,843 | +Inf | 06-30-2024 | |
| NUVEEN QUALITY MUNCP INCOME FD | Equity | Liquidated | $0 | 0 | 0.00 | 178,569 | +Inf | 06-30-2024 |
