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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | Liquidated | $0 | 0 | 0.00 | 120 | +Inf | 06-30-2024 | |
| GENCO SHIPPING & TRADING LTD SHS | Stock | Liquidated | $0 | 0 | 0.00 | 500 | +Inf | 06-30-2024 | |
| INVESCO S&P SMALLCAP LOW VOLATILITY ETF | ETF | Liquidated | $0 | 0 | 0.00 | 228 | +Inf | 06-30-2024 | |
| UNILEVER PLC SPON ADR NEW | ADR | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2024 |
