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 |
|---|---|---|---|---|---|---|---|---|---|
| PEPSICO INC | COM | 51 | $2,045,821 | 12,404 | 0.00 | 0.00 | -15 | -0.12 | 06-30-2024 |
| FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 52 | $2,030,075 | 41,078 | 0.00 | 0.00 | -1 | -0.00 | 06-30-2024 |
| ISHARES TR | EAFE VALUE ETF | 53 | $2,019,130 | 38,068 | 0.00 | 0.00 | -11,348 | -22.96 | 06-30-2024 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 54 | $2,000,732 | 10,156 | 0.00 | 0.00 | -9 | -0.09 | 06-30-2024 |
