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 U S ETF TR | BLACKROCK SHORT | 201 | $313,989 | 6,261 | 0.00 | 0.00 | -145 | -2.26 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY BUF DEC | 202 | $313,615 | 7,483 | 0.00 | 0.00 | -393 | -4.99 | 06-30-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 203 | $312,925 | 8,307 | 0.00 | 0.00 | -145 | -1.72 | 06-30-2024 |
| WILLIAMS COS INC | COM | 204 | $311,653 | 7,333 | 0.00 | 0.00 | -1,749 | -19.26 | 06-30-2024 |
