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 |
|---|---|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 51 | $2,386,086 | 94,200 | 0.00 | 0.00 | -9,712 | -9.35 | 06-30-2024 |
| FIRST TR VALUE LINE DIVID IN | SHS | 52 | $2,064,843 | 50,671 | 0.00 | 0.00 | -147 | -0.29 | 06-30-2024 |
| VANECK ETF TRUST | DURABLE HGH DIV | 53 | $2,046,459 | 64,494 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 54 | $1,851,281 | 3,864 | 0.00 | 0.00 | 343 | 9.74 | 06-30-2024 |
