Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VITALSTONE FINANCIAL LLC | 05-06-2024 | 03-31-2024 | 538 | 130,896,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC COM | Stock | 451 | $79,000 | 1,593 | 0.06 | 0.04 | 729 | 84.38 | 03-31-2024 |
| FIRST TRUST US EQUITY OPPORTUNITIES ETF | ETF | 452 | $78,000 | 733 | 0.06 | 0.07 | -140 | -16.04 | 03-31-2024 |
| HOME DEPOT INC COM | Stock | 453 | $77,000 | 201 | 0.06 | 0.06 | 2 | 1.01 | 03-31-2024 |
| VANGUARD RUSSELL 1000 GROWTH ETF | ETF | 454 | $77,000 | 883 | 0.06 | 0.05 | 11 | 1.26 | 03-31-2024 |
