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 |
|---|---|---|---|---|---|---|---|---|---|
| PROCTER AND GAMBLE CO | COM | 201 | $590,185 | 3,637 | 0.00 | 0.00 | -155 | -4.09 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | 202 | $581,776 | 13,865 | 0.00 | 0.00 | -406 | -2.84 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 203 | $563,668 | 12,450 | 0.00 | 12,450 | +Inf | 03-31-2024 | |
| PHILIP MORRIS INTL INC | COM | 204 | $562,788 | 6,124 | 0.00 | 0.00 | -319 | -4.95 | 03-31-2024 |
