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 | RUS MID CAP ETF | 301 | $342,000 | 4,230 | 0.00 | 0.00 | 1 | 0.02 | 06-30-2024 |
| WALMART INC | COM | 302 | $323,000 | 4,784 | 0.00 | 0.00 | -32 | -0.66 | 06-30-2024 |
| ISHARES TR | RUS TOP 200 ETF | 303 | $305,000 | 2,277 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SELECT SECTOR SPDR TR | FINANCIAL | 304 | $299,000 | 7,293 | 0.00 | 0.00 | 505 | 7.44 | 06-30-2024 |
