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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S | 51 | $15,178,000 | 420,820 | 0.00 | 0.00 | -5,040 | -1.18 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 52 | $14,414,000 | 26,484 | 0.00 | 0.00 | -298 | -1.11 | 06-30-2024 |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 53 | $10,556,000 | 219,328 | 0.00 | 0.00 | -36,268 | -14.19 | 06-30-2024 |
| VANGUARD WORLD FD | INF TECH ETF | 54 | $10,125,000 | 17,557 | 0.00 | 0.00 | -293 | -1.64 | 06-30-2024 |
