Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EPG WEALTH MANAGEMENT LLC | 11-13-2023 | 09-30-2023 | 420 | 331,546,586 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON SCIENTIFIC CORP | COM | 151 | $872,731 | 16,529 | 0.00 | 16,529 | +Inf | 09-30-2023 | |
| GALLAGHER ARTHUR J & CO | COM | 152 | $867,230 | 3,805 | 0.00 | 0.00 | 378 | 11.03 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 153 | $851,212 | 24,100 | 0.00 | 0.00 | -800 | -3.21 | 09-30-2023 |
| ILLINOIS TOOL WKS INC | COM | 154 | $838,784 | 3,642 | 0.00 | 0.00 | -292 | -7.42 | 09-30-2023 |
