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 |
|---|---|---|---|---|---|---|---|---|---|
| NEWMONT CORP COM | Stock | 151 | $448,179 | 10,704 | 0.00 | 0.00 | 64 | 0.60 | 06-30-2024 |
| SPDR S&P GLOBAL DIVIDEND ETF | ETF | 152 | $432,189 | 7,312 | 0.00 | 0.00 | -1,660 | -18.50 | 06-30-2024 |
| VANGUARD TAX-EXEMPT BOND ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 42 | 0.52 | 06-30-2024 |
| INVESCO S&P SMALLCAP MOMENTUM ETF | ETF | 154 | $389,350 | 6,484 | 0.00 | 6,484 | +Inf | 06-30-2024 |
