Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUCHEY FINANCIAL GROUP LTD | 07-12-2024 | 06-30-2024 | 148 | 1,052,611,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 1 | $182,605,000 | 381,041 | 0.02 | 0.02 | -8,002 | -2.06 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $160,331,000 | 2,548,725 | 0.02 | 0.01 | 108,050 | 4.43 | 06-30-2024 |
| WISDOMTREE TR | US QTLY DIV GRT | 3 | $75,382,000 | 965,824 | 0.01 | 0.00 | 450,179 | 87.30 | 06-30-2024 |
| APPLE INC | COM | 4 | $59,549,000 | 282,732 | 0.01 | 0.00 | 15,852 | 5.94 | 06-30-2024 |
