Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PITTI GROUP WEALTH MANAGEMENT LLC | 04-24-2024 | 03-31-2024 | 61 | 89,497,977 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST FD OF BU | 1 | $11,568,856 | 414,803 | 0.01 | 414,803 | +Inf | 03-31-2024 | |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | Liquidated | $0 | 0 | 0.01 | 0.01 | 132,695 | 47.05 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | Liquidated | $0 | 0 | 0.01 | 0.01 | -23,827 | -6.40 | 03-31-2024 |
| ISHARES TR | MSCI EAFE ETF | 4 | $6,818,972 | 86,855 | 0.01 | 0.01 | -340 | -0.39 | 03-31-2024 |
