Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANTZ FINANCIAL LLC | 07-10-2024 | 06-30-2024 | 212 | 321,889,057 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $31,443,118 | 57,459 | 0.01 | 0.01 | -1,897 | -3.20 | 06-30-2024 |
| MICROSOFT CORP | COM | 2 | $11,414,070 | 25,538 | 0.00 | 0.00 | -1,484 | -5.49 | 06-30-2024 |
| ISHARES TR | CORE HIGH DV ETF | 3 | $10,476,417 | 96,379 | 0.00 | 0.00 | 4,257 | 4.62 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUFR JUN | 4 | $10,356,747 | 265,014 | 0.00 | 0.00 | 257,325 | 3346.66 | 06-30-2024 |
