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
ADVANCED MICRO DEVICES INC COM 201 $592,000 3,651 0.00 0.00 289 8.60 06-30-2024
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 202 $582,000 12,451 0.00 0.00 1 0.01 06-30-2024
MCDONALDS CORP COM 203 $568,000 2,231 0.00 0.00 -19 -0.84 06-30-2024
FIRST TR EXCHNG TRADED FD VI FT VEST US 204 $554,000 14,934 0.00 0.00 -47 -0.31 06-30-2024
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