Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANTZ FINANCIAL LLC | 04-10-2024 | 03-31-2024 | 206 | 310,731,394 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY BUFR JAN | 101 | $922,961 | 21,198 | 0.00 | 0.00 | 567 | 2.75 | 03-31-2024 |
| ISHARES TR | 0-3 MNTH TREASRY | 102 | $911,123 | 9,047 | 0.00 | 0.00 | 5,003 | 123.71 | 03-31-2024 |
| PFIZER INC | COM | 103 | $848,658 | 30,582 | 0.00 | 0.00 | 381 | 1.26 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 104 | $809,990 | 11,073 | 0.00 | 0.00 | -1,166 | -9.53 | 03-31-2024 |
