Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 04-15-2024 | 03-31-2024 | 506 | 129,983,662 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MERCADOLIBRE INC COM | Stock | 251 | $72,574 | 48 | 0.00 | 48 | +Inf | 03-31-2024 | |
| DOLLAR TREE INC COM | Stock | 252 | $72,567 | 545 | 0.00 | 545 | +Inf | 03-31-2024 | |
| UIPATH INC CL A | Stock | 253 | $72,544 | 3,200 | 0.00 | 3,200 | +Inf | 03-31-2024 | |
| SCHWAB CHARLES CORP COM | Stock | 254 | $72,340 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 |
