Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 08-02-2024 | 06-30-2024 | 111 | 183,368,645 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 101 | $1,152,760 | 9,064 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AIRBNB INC | COM CL A | 102 | $1,102,805 | 7,273 | 0.00 | 0.00 | -1,379 | -15.94 | 06-30-2024 |
| ALPHABET INC | CAP STK CL A | 103 | $1,088,346 | 5,975 | 0.00 | 0.00 | 1,187 | 24.79 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST FD OF BU | Liquidated | $0 | 0 | 0.00 | 37,000 | +Inf | 06-30-2024 |
