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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 MUNI | 151 | $516,306 | 20,802 | 0.00 | 0.00 | -211 | -1.00 | 06-30-2024 |
| BOEING CO | COM | 152 | $490,517 | 2,695 | 0.00 | 0.00 | 1,410 | 109.73 | 06-30-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 153 | $490,031 | 11,799 | 0.00 | 0.00 | 1,747 | 17.38 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 154 | $481,227 | 13,718 | 0.00 | 0.00 | 52 | 0.38 | 06-30-2024 |
