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 |
|---|---|---|---|---|---|---|---|---|---|
| KKR INCOME OPPORTUNITIES FD COM | CEF | Liquidated | $0 | 0 | 0.00 | 1,700 | +Inf | 06-30-2024 | |
| ZILLOW GROUP INC CL A | Stock | Liquidated | $0 | 0 | 0.00 | 470 | +Inf | 06-30-2024 | |
| WOLVERINE WORLD WIDE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 2,000 | +Inf | 06-30-2024 | |
| VIRTUS EQUITY & CONV INCM FD COM | CEF | Liquidated | $0 | 0 | 0.00 | 1,000 | +Inf | 06-30-2024 |
