Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANTZ FINANCIAL LLC | 04-10-2024 | 03-31-2024 | 206 | 310,731,394 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $31,205,248 | 59,356 | 0.01 | 0.01 | -5,165 | -8.01 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUF SEP | 2 | $11,864,207 | 302,025 | 0.00 | 0.00 | -6,609 | -2.14 | 03-31-2024 |
| MICROSOFT CORP | COM | 3 | $11,368,564 | 27,022 | 0.00 | 0.00 | 31 | 0.11 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 4 | $10,152,812 | 92,122 | 0.00 | 0.00 | 1,520 | 1.68 | 03-31-2024 |
