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 |
|---|---|---|---|---|---|---|---|---|---|
| BP PLC | SPONSORED ADR | 51 | $889,496 | 25,127 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LOWES COS INC | COM | 52 | $882,439 | 3,965 | 0.00 | 0.00 | -12 | -0.30 | 06-30-2024 |
| BANK AMERICA CORP | COM | 53 | $857,444 | 25,466 | 0.00 | 0.00 | 1,016 | 4.16 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 54 | $806,954 | 18,981 | 0.00 | 0.00 | 300 | 1.61 | 06-30-2024 |
