Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NIKULSKI FINANCIAL INC | 04-18-2024 | 03-31-2024 | 131 | 301,533,895 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PFIZER INC | COM | 101 | $583,461 | 21,026 | 0.00 | 0.00 | -11,048 | -34.45 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 102 | $558,674 | 2,444 | 0.00 | 0.00 | 95 | 4.04 | 03-31-2024 |
| LOWES COS INC | COM | 103 | $537,827 | 2,111 | 0.00 | 0.00 | 76 | 3.73 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 104 | $513,490 | 13,520 | 0.00 | 0.00 | -35 | -0.26 | 03-31-2024 |
