Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 05-14-2024 | 03-31-2024 | 123 | 100,446,195 |
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 FD OF BU | 1 | $15,375,931 | 549,926 | 0.02 | 549,926 | +Inf | 03-31-2024 | |
| INNOVATOR ETFS TRUST | LADERD ALCTN PWR | 2 | $3,413,914 | 81,790 | 0.00 | 81,790 | +Inf | 03-31-2024 | |
| VANECK ETF TRUST | HIGH YLD MUNIETF | 3 | $2,989,167 | 57,198 | 0.00 | 57,198 | +Inf | 03-31-2024 | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 4 | $2,779,008 | 77,539 | 0.00 | 77,539 | +Inf | 03-31-2024 |
