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 |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR | ENERGY | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | EQUAL WEIGHT US | 252 | $437,297 | 6,006 | 0.00 | 0.00 | -676 | -10.12 | 03-31-2024 |
| ISHARES TR | EXPND TEC SC ETF | 253 | $436,933 | 5,070 | 0.00 | 0.00 | 4,225 | 500.00 | 03-31-2024 |
| META PLATFORMS INC | CL A | 254 | $434,111 | 894 | 0.00 | 0.00 | -41 | -4.39 | 03-31-2024 |
