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 |
|---|---|---|---|---|---|---|---|---|---|
| HUNTINGTON BANCSHARES INC COM | Stock | 251 | $222,070 | 16,849 | 0.00 | 0.00 | 189 | 1.13 | 06-30-2024 |
| INNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | ETF | 252 | $219,295 | 5,406 | 0.00 | 0.00 | -7,367 | -57.68 | 06-30-2024 |
| VANGUARD TOTAL BOND MARKET ETF | ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | -116 | -3.71 | 06-30-2024 |
| GE AEROSPACE COM NEW | Stock | Liquidated | $0 | 0 | 0.00 | 1,235 | +Inf | 06-30-2024 |
