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 |
|---|---|---|---|---|---|---|---|---|---|
| ORACLE CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 425 | +Inf | 06-30-2024 | |
| FIRST TR MLP & ENERGY INCOM FD COM | CEF | Liquidated | $0 | 0 | 0.00 | 5,500 | +Inf | 06-30-2024 | |
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 486 | +Inf | 06-30-2024 | |
| VanEck Mortgage REIT ETF | ETF | Liquidated | $0 | 0 | 0.00 | 4,500 | +Inf | 06-30-2024 |
