Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AFFINITY WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 102 | 539,795,565 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DELL TECHNOLOGIES INC | CL C | 251 | $395,733 | 3,468 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 252 | $384,031 | 1,478 | 0.00 | 0.00 | -4 | -0.27 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | DORSY WR MOMNT | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| ISHARES TR | MSCI USA ESG SLC | 254 | $371,833 | 3,406 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
