Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANTAGE FINANCIAL PARTNERS LTD INC | 08-14-2024 | 06-30-2024 | 103 | 402,413,899 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | Equities | 51 | $1,730,143 | 3,871 | 0.00 | 0.00 | -165 | -4.09 | 06-30-2024 |
| ALPHABET INC CAP STK CL A | Equities | 52 | $1,684,888 | 9,250 | 0.00 | 0.00 | -100 | -1.07 | 06-30-2024 |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Equities | 53 | $1,576,350 | 3,875 | 0.00 | 0.00 | -25 | -0.64 | 06-30-2024 |
| ISHARES CORE S&P MID-CAP ETF | Equities | 54 | $1,518,705 | 25,952 | 0.00 | 0.00 | 1,754 | 7.25 | 06-30-2024 |
