Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
IGNITE PLANNERS LLC | 04-12-2024 | 03-31-2024 | 282 | 356,921,467 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $20,659,910 | 222,627 | 0.01 | 0.01 | 9,289 | 4.35 | 03-31-2024 |
APPLE INC | COM | 2 | $13,785,133 | 81,074 | 0.00 | 0.01 | -45,978 | -36.19 | 03-31-2024 |
FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 3 | $10,973,083 | 283,909 | 0.00 | 283,909 | +Inf | 03-31-2024 | |
FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | Liquidated | $0 | 0 | 0.00 | 0.00 | 13,657 | 4.98 | 03-31-2024 |