Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAMBOLT & ASSOCIATES LLC | 04-30-2024 | 03-31-2024 | 219 | 334,319,807 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 251 | $276,600 | 1,844 | 0.00 | 0.00 | -7 | -0.38 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 HI | Liquidated | $0 | 0 | 0.12 | 0.12 | 1,101 | 19.34 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | Liquidated | $0 | 0 | 0.12 | 13,230 | +Inf | 12-31-2023 | |
| VANGUARD INDEX FDS | TOTAL STK MKT | 254 | $267,002 | 1,028 | 0.00 | 1,028 | +Inf | 03-31-2024 |
