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 |
|---|---|---|---|---|---|---|---|---|---|
| HERCULES CAPITAL INC COM | CEF | 51 | $640,085 | 31,300 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES 20 YEAR TREASURY BOND ETF | ETF | 52 | $624,104 | 6,800 | 0.00 | 0.00 | 1,000 | 17.24 | 06-30-2024 |
| JPMORGAN CHASE & CO. COM | Stock | 53 | $620,331 | 3,067 | 0.00 | 0.00 | -1,561 | -33.73 | 06-30-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 54 | $603,047 | 1,102 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
