Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LANTZ FINANCIAL LLC | 04-10-2024 | 03-31-2024 | 206 | 310,731,394 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 100 ETF | 151 | $507,685 | 2,052 | 0.00 | 0.00 | -4,547 | -68.90 | 03-31-2024 |
| VISA INC | COM CL A | 152 | $507,647 | 1,819 | 0.00 | 0.00 | 205 | 12.70 | 03-31-2024 |
| PHILIP MORRIS INTL INC | COM | 153 | $503,727 | 5,498 | 0.00 | 0.00 | 73 | 1.35 | 03-31-2024 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 154 | $502,931 | 1,451 | 0.00 | 0.00 | 11 | 0.76 | 03-31-2024 |
