Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
PITTI GROUP WEALTH MANAGEMENT LLC | 08-09-2024 | 06-30-2024 | 68 | 91,920,984 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHNG TRADED FD VI | FT VEST UQ EQT | 101 | $379,217 | 9,726 | 0.00 | 0.00 | -800 | -7.60 | 06-30-2024 |
VERIZON COMMUNICATIONS INC | COM | 102 | $374,787 | 9,941 | 0.00 | 0.00 | 39 | 0.39 | 06-30-2024 |
BLOCK INC | CL A | 103 | $366,562 | 4,739 | 0.00 | 0.00 | 301 | 6.78 | 06-30-2024 |
TESLA INC | COM | 104 | $357,563 | 1,439 | 0.00 | 0.00 | -49 | -3.29 | 06-30-2024 |