Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 07-16-2024 | 06-30-2024 | 122 | 113,758,800 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF | ETF | 1 | $8,058,299 | 40,882 | 0.01 | 0.01 | -249 | -0.61 | 06-30-2024 |
| VANGUARD S&P 500 ETF | ETF | 2 | $7,858,800 | 15,714 | 0.01 | 0.01 | -569 | -3.49 | 06-30-2024 |
| SCHWAB US DIVIDEND EQUITY ETF | ETF | 3 | $4,816,087 | 61,935 | 0.00 | 0.00 | 4,356 | 7.57 | 06-30-2024 |
| ISHARES RUSSELL TOP 200 GROWTH ETF | ETF | 4 | $4,200,731 | 19,582 | 0.00 | 0.00 | 926 | 4.96 | 06-30-2024 |
