Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHOREHAVEN WEALTH PARTNERS LLC | 05-02-2024 | 03-31-2024 | 78 | 181,708,042 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U S EQUITY FACTR | 1 | $23,133,218 | 429,905 | 0.01 | 0.01 | -6,161 | -1.41 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 2 | $19,705,944 | 233,372 | 0.01 | 0.01 | -22,499 | -8.79 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 3 | $10,144,656 | 157,868 | 0.01 | 0.01 | -1,804 | -1.13 | 03-31-2024 |
| ISHARES TR | MSCI USA QLT FCT | 4 | $8,911,740 | 54,224 | 0.00 | 0.00 | 22,406 | 70.42 | 03-31-2024 |
