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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 101 | $2,784,000 | 13,724 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 102 | $2,624,000 | 52,995 | 0.00 | 0.00 | -3,679 | -6.49 | 06-30-2024 |
| NVIDIA CORPORATION | COM | 103 | $2,366,000 | 19,157 | 0.00 | 0.00 | 17,082 | 823.23 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 104 | $2,192,000 | 59,535 | 0.00 | 0.00 | -12,025 | -16.80 | 06-30-2024 |
