Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VANTAGE FINANCIAL PARTNERS LLC | 05-02-2024 | 03-31-2024 | 143 | 371,563,711 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP GROWTH ETF | ETF | 101 | $684,056 | 2,387 | 0.00 | 0.00 | 3 | 0.13 | 03-31-2024 |
| AT&T INC COM | Stock | 102 | $679,534 | 38,610 | 0.00 | 0.00 | 403 | 1.05 | 03-31-2024 |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2025 | ETF | 103 | $662,381 | 25,176 | 0.00 | 0.00 | 7,656 | 43.70 | 03-31-2024 |
| VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | ETF | 104 | $656,628 | 9,956 | 0.00 | 0.00 | -1,060 | -9.62 | 03-31-2024 |
