Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANTAGE FINANCIAL PARTNERS LLC | 08-07-2024 | 06-30-2024 | 151 | 385,221,811 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AT&T INC COM | Stock | 101 | $709,092 | 37,106 | 0.00 | 0.00 | -1,504 | -3.90 | 06-30-2024 |
| ISHARES MSCI EAFE GROWTH ETF | ETF | 102 | $694,063 | 6,785 | 0.00 | 0.00 | -1,288 | -15.95 | 06-30-2024 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2025 | ETF | 103 | $674,213 | 25,176 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INNOVATOR DEFINED WEALTH SHIELD ETF | ETF | 104 | $662,702 | 22,068 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
