Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORZA WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 172 | 192,256,813 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VALERO ENERGY CORP | COM | 101 | $571,299 | 3,347 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GENERAL ELECTRIC CO | COM NEW | 102 | $570,297 | 3,249 | 0.00 | 0.00 | 187 | 6.11 | 03-31-2024 |
| CYBERARK SOFTWARE LTD | SHS | 103 | $562,339 | 2,117 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| AT&T INC | COM | 104 | $561,686 | 31,914 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
