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 |
|---|---|---|---|---|---|---|---|---|---|
| NEXTERA ENERGY INC | COM | 301 | $331,310 | 5,184 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 302 | $318,315 | 9,468 | 0.00 | 9,468 | +Inf | 03-31-2024 | |
| CISCO SYS INC | COM | 303 | $313,136 | 6,274 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| PALO ALTO NETWORKS INC | COM | 304 | $303,167 | 1,067 | 0.00 | 0.00 | 97 | 10.00 | 03-31-2024 |
