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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB U.S. LARGE-CAP VALUE ETF | ETF | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 06-30-2024 | |
| MEDICAL PPTYS TRUST INC COM | REIT | Liquidated | $0 | 0 | 0.00 | 8,000 | +Inf | 06-30-2024 | |
| Vanguard Mega Cap | ETF | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2024 | |
| SOFI TECHNOLOGIES INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 5,110 | +Inf | 06-30-2024 |
