Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04-15-2024 | 03-31-2024 | 506 | 129,983,662 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ALTRIA GROUP INC COM | Stock | 151 | $166,279 | 3,812 | 0.00 | 3,812 | +Inf | 03-31-2024 | |
PGIM HIGH YIELD BOND FUND INC COM | CEF | 152 | $166,272 | 12,800 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
GILEAD SCIENCES INC COM | Stock | 153 | $161,150 | 2,200 | 0.00 | 2,200 | +Inf | 03-31-2024 | |
DEVON ENERGY CORP NEW COM | Stock | 154 | $160,576 | 3,200 | 0.00 | 3,200 | +Inf | 03-31-2024 |