Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOGUTH WEALTH MANAGEMENT LLC | 07-16-2024 | 06-30-2024 | 132 | 226,840,200 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. BAS MTL ETF | 101 | $373,130 | 2,665 | 0.00 | 0.00 | 139 | 5.50 | 06-30-2024 |
| VISA INC | COM CL A | 102 | $371,520 | 1,415 | 0.00 | 0.00 | 369 | 35.28 | 06-30-2024 |
| JOHNSON & JOHNSON | COM | 103 | $352,670 | 2,413 | 0.00 | 0.00 | 335 | 16.12 | 06-30-2024 |
| ISHARES SILVER TR | ISHARES | 104 | $349,710 | 13,162 | 0.00 | 0.00 | -844 | -6.03 | 06-30-2024 |
