Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BOUCHEY FINANCIAL GROUP LTD | 04-23-2024 | 03-31-2024 | 149 | 1,016,162,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO | COM | 151 | $932,309 | 1,198 | 0.00 | 0.00 | 45 | 3.90 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 152 | $914,203 | 1,739 | 0.00 | 0.00 | -39 | -2.19 | 03-31-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 153 | $901,900 | 10,429 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 154 | $857,403 | 2,491 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
