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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 51 | $974,290 | 34,821 | 0.00 | 34,821 | +Inf | 06-30-2024 | |
| AMAZON COM INC | COM | 52 | $934,560 | 4,836 | 0.00 | 0.00 | -5,138 | -51.51 | 06-30-2024 |
| BANK NOVA SCOTIA HALIFAX | COM | Liquidated | $0 | 0 | 0.00 | 17,485 | +Inf | 06-30-2024 | |
| COMCAST CORP NEW | CL A | Liquidated | $0 | 0 | 0.00 | 20,709 | +Inf | 06-30-2024 |
