Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04-15-2024 | 03-31-2024 | 506 | 129,983,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| NUVEEN FLOATING RATE INCOME FD COM | CEF | 101 | $277,020 | 31,732 | 0.00 | 0.00 | 1,158 | 3.79 | 03-31-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 102 | $273,566 | 523 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| OMEGA HEALTHCARE INVS INC COM | REIT | 103 | $266,136 | 8,403 | 0.00 | 0.00 | 400 | 5.00 | 03-31-2024 |
| WALMART INC COM | Stock | 104 | $261,740 | 4,350 | 0.00 | 0.00 | 2,900 | 200.00 | 03-31-2024 |
