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 |
|---|---|---|---|---|---|---|---|---|---|
| HANNON ARMSTRONG SUST INFR CAP COM | REIT | Liquidated | $0 | 0 | 0.00 | 97 | +Inf | 06-30-2024 | |
| SEMTECH CORP COM | Stock | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 06-30-2024 | |
| ZUORA INC COM CL A | Stock | Liquidated | $0 | 0 | 0.00 | 300 | +Inf | 06-30-2024 | |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 25 | +Inf | 06-30-2024 |
