Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRITON WEALTH MANAGEMENT PLLC | 08-14-2024 | 06-30-2024 | 84 | 171,153,209 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 1 | $38,609,328 | 780,933 | 0.02 | 0.04 | -285,938 | -26.80 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 2 | $31,732,061 | 311,007 | 0.02 | 0.02 | 996 | 0.32 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $14,514,865 | 30,200 | 0.01 | 0.01 | -623 | -2.02 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST LADDERED | 4 | $8,886,214 | 304,949 | 0.01 | 304,949 | +Inf | 06-30-2024 |
