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 |
|---|---|---|---|---|---|---|---|---|---|
| EPR PPTYS | COM SH BEN INT | 251 | $261,032 | 6,218 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 252 | $259,412 | 8,970 | 0.00 | 8,970 | +Inf | 06-30-2024 | |
| FIRST TR S&P REIT INDEX FD | COM | 253 | $258,302 | 10,061 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VICI PPTYS INC | COM | 254 | $257,560 | 8,993 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
