Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KFG WEALTH MANAGEMENT LLC | 07-19-2024 | 06-30-2024 | 157 | 252,189,440 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PATRICK INDS INC | COM | 51 | $1,253,619 | 11,549 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQT ULTRA BF | 52 | $1,175,526 | 31,677 | 0.00 | 0.00 | -655 | -2.03 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY ULTRA BU | 53 | $1,146,842 | 34,414 | 0.00 | 0.00 | -4 | -0.01 | 06-30-2024 |
| SPDR GOLD TR | GOLD SHS | 54 | $1,139,983 | 5,302 | 0.00 | 0.00 | 185 | 3.62 | 06-30-2024 |
