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 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
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