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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 101 | $928,953 | 15,642 | 0.00 | 0.00 | -599 | -3.69 | 06-30-2024 |
| NEXTERA ENERGY INC | COM | 102 | $923,839 | 13,047 | 0.00 | 0.00 | 1,795 | 15.95 | 06-30-2024 |
| INTEL CORP | COM | 103 | $912,801 | 29,474 | 0.00 | 0.00 | 249 | 0.85 | 06-30-2024 |
| ISHARES TR | HDG MSCI EAFE | 104 | $902,103 | 25,372 | 0.00 | 0.00 | -6,166 | -19.55 | 06-30-2024 |
