Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOOMFISH WEALTH GROUP LLC | 05-02-2024 | 03-31-2024 | 87 | 148,615,576 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 1 | $7,155,719 | 79,596 | 0.00 | 0.00 | -541 | -0.68 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $3,683,535 | 8,755 | 0.00 | 0.00 | -903 | -9.35 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 3 | $3,144,398 | 3,480 | 0.00 | 0.00 | -2,307 | -39.87 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG 1-3 MO | 4 | $3,016,089 | 32,855 | 0.00 | 32,855 | +Inf | 03-31-2024 |
