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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 51 | $1,936,706 | 24,170 | 0.00 | 0.00 | -1,568 | -6.09 | 06-30-2024 |
| VANGUARD SMALL-CAP ETF | ETF | 52 | $1,718,366 | 7,881 | 0.00 | 0.00 | -2,244 | -22.16 | 06-30-2024 |
| VANGUARD GROWTH ETF | ETF | 53 | $1,686,921 | 4,510 | 0.00 | 0.00 | -641 | -12.44 | 06-30-2024 |
| VANGUARD TOTAL STOCK MARKET ETF | ETF | 54 | $1,540,050 | 5,757 | 0.00 | 0.00 | -778 | -11.91 | 06-30-2024 |
