Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
VANTAGE FINANCIAL PARTNERS LTD INC 02-13-2024 12-31-2023 102 328,985,921
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT Equities 1 $27,362,515 57,568 0.01 0.01 701 1.23 12-31-2023
FIDELITY TOTAL BOND ETF Equities 2 $17,826,895 387,205 0.01 0.00 302,672 358.05 12-31-2023
DIMENSIONAL ETF TRUST INTL CORE EQT MK Equities 3 $16,374,272 571,727 0.00 571,727 +Inf 12-31-2023
INVESCO QQQ TR UNIT SER 1 Equities 4 $15,006,181 36,643 0.00 0.01 1,596 4.55 12-31-2023
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