Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LONG RUN WEALTH ADVISORS LLC | 07-19-2024 | 06-30-2024 | 101 | 395,046,698 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | USD INV GRDE ETF | 1 | $45,493,691 | 906,068 | 0.01 | 0.01 | 128,698 | 16.56 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 2 | $35,583,005 | 826,551 | 0.01 | 0.01 | 131,283 | 18.88 | 06-30-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 3 | $23,955,585 | 105,890 | 0.01 | 0.00 | 16,847 | 18.92 | 06-30-2024 |
| ISHARES TR | CORE MSCI EAFE | 4 | $22,773,278 | 313,509 | 0.01 | 0.01 | 26,250 | 9.14 | 06-30-2024 |
