Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY WEALTH GROUP LLC | 08-14-2024 | 03-31-2024 | 109 | 92,853,021 |
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 US EQT | 51 | $480,341 | 10,806 | 0.00 | 10,806 | +Inf | 03-31-2024 | |
| ABBVIE INC | COM | 52 | $469,743 | 2,580 | 0.00 | 2,580 | +Inf | 03-31-2024 | |
| SHOPIFY INC | CL A | 53 | $462,101 | 5,988 | 0.00 | 5,988 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P 500 GRWT ETF | 54 | $461,688 | 5,468 | 0.00 | 5,468 | +Inf | 03-31-2024 |
