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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MORTGAGE REAL ESTATE ETF | ETF | 101 | $285,864 | 12,900 | 0.00 | 0.00 | -450 | -3.37 | 06-30-2024 |
| SPDR BLOOMBERG HIGH YIELD BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 3,000 | +Inf | 06-30-2024 | |
| SPDR S&P 500 ETF TRUST | ETF | 103 | $284,627 | 523 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| NIKE INC CL B | Stock | 104 | $278,492 | 3,695 | 0.00 | 0.00 | 405 | 12.31 | 06-30-2024 |
