Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DINUZZO PRIVATE WEALTH INC | 05-06-2024 | 03-31-2024 | 1396 | 741,136,318 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 101 | $42,930 | 463 | 0.00 | 463 | +Inf | 03-31-2024 | |
| ALPHABET INC | CAP STK CL A | 102 | $41,355 | 274 | 0.00 | 274 | +Inf | 03-31-2024 | |
| AFLAC INC | COM | 103 | $40,183 | 468 | 0.00 | 468 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NAS CLNEDG GREEN | 104 | $39,709 | 1,145 | 0.00 | 1,145 | +Inf | 03-31-2024 |
