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 |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 351 | $251,000 | 564 | 0.00 | 0.00 | 16 | 2.92 | 06-30-2024 |
| VANGUARD WORLD FD | CONSUM DIS ETF | 352 | $245,000 | 786 | 0.00 | 0.00 | -33 | -4.03 | 06-30-2024 |
| KEYCORP | COM | 353 | $242,000 | 17,033 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 354 | $239,000 | 5,468 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
