Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
QUANTUM PRIVATE WEALTH LLC | 07-17-2024 | 06-30-2024 | 185 | 281,893,093 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 101 | $594,777 | 7,861 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
CHEVRON CORP NEW | COM | 102 | $583,915 | 3,733 | 0.00 | 0.00 | 9 | 0.24 | 06-30-2024 |
PALANTIR TECHNOLOGIES INC | CL A | 103 | $582,768 | 23,007 | 0.00 | 23,007 | +Inf | 06-30-2024 | |
TORO CO | COM | 104 | $581,913 | 6,223 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |