Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 103 | 169,902,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR MORNINGSTAR DIVID L | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| EXELIXIS INC | COM | 202 | $325,101 | 13,700 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MASCO CORP | COM | 203 | $318,912 | 4,043 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 204 | $318,030 | 3,430 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
