Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC FAMILY WEALTH COUNSELORS LLC | 08-13-2024 | 06-30-2024 | 124 | 262,961,469 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $328,073 | 1,050 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BOEING CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 1 | 0.08 | 03-31-2024 |
| SPDR INDEX SHS FDS | DJ GLB RL ES ETF | 103 | $311,622 | 7,504 | 0.00 | 0.00 | -343 | -4.37 | 06-30-2024 |
| BLACKSTONE MTG TR INC | COM CL A | 104 | $308,792 | 17,726 | 0.00 | 17,726 | +Inf | 06-30-2024 |
