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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS MID CAP ETF | 51 | $1,212,471 | 14,954 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| TWILIO INC | CL A | 52 | $1,192,102 | 20,984 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| AMAZON COM INC | COM | 53 | $1,053,213 | 5,450 | 0.00 | 0.00 | 81 | 1.51 | 06-30-2024 |
| EXCHANGE TRADED CONCEPTS TRU | BITWISE CRYPTO | 54 | $1,047,289 | 77,692 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
