Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PITTI GROUP WEALTH MANAGEMENT LLC | 08-09-2024 | 06-30-2024 | 68 | 91,920,984 |
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 | Liquidated | $0 | 0 | 0.01 | 414,803 | +Inf | 06-30-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 2 | $11,019,615 | 414,739 | 0.01 | 414,739 | +Inf | 06-30-2024 | |
| ISHARES TR | MSCI EAFE ETF | 3 | $6,570,129 | 87,195 | 0.01 | 0.01 | 340 | 0.39 | 06-30-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 4 | $5,551,697 | 23,403 | 0.01 | 0.01 | 369 | 1.60 | 06-30-2024 |
