Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRIDGE ADVISORY LLC | 07-23-2024 | 06-30-2024 | 97 | 202,979,746 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| HONEYWELL INTL INC | COM | Liquidated | $0 | 0 | 0.00 | 2,765 | +Inf | 06-30-2024 | |
| AMERICAN CENTY ETF TR | US EQT ETF | 102 | $560,475 | 6,214 | 0.00 | 0.00 | -1,138 | -15.48 | 06-30-2024 |
| WISDOMTREE TR | US MIDCAP DIVID | 103 | $547,584 | 11,708 | 0.00 | 0.00 | -1,127 | -8.78 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 104 | $534,377 | 9,628 | 0.00 | 0.00 | 3,963 | 69.96 | 06-30-2024 |
