Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC BLUEPRINT LLC | 07-26-2024 | 06-30-2024 | 625 | 1,471,878,480 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KINDER MORGAN INC DEL COM | Stock | 201 | $1,530,596 | 77,031 | 0.00 | 0.00 | 1,382 | 1.83 | 06-30-2024 |
| ISHARES GLOBAL ENERGY ETF | ETF | 202 | $1,513,696 | 36,466 | 0.00 | 0.00 | -50,629 | -58.13 | 06-30-2024 |
| COCA COLA CO COM | Stock | 203 | $1,489,664 | 23,404 | 0.00 | 0.00 | -6,397 | -21.47 | 06-30-2024 |
| ALLIANZIM U.S. LARGE CAP 6 MONTH BUFFER10 JAN/JUL ETF | ETF | 204 | $1,485,718 | 52,314 | 0.00 | 0.00 | 418 | 0.81 | 06-30-2024 |
