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 |
|---|---|---|---|---|---|---|---|---|---|
| PIONEER NAT RES CO COM | Stock | 301 | $52,500 | 200 | 0.00 | 200 | +Inf | 03-31-2024 | |
| ROBLOX CORP CL A | Stock | 302 | $52,498 | 1,375 | 0.00 | 1,375 | +Inf | 03-31-2024 | |
| NEUBERGER BERMAN MUN FD INC COM | CEF | 303 | $52,350 | 5,000 | 0.00 | 5,000 | +Inf | 03-31-2024 | |
| ZOETIS INC CL A | Stock | 304 | $50,763 | 300 | 0.00 | 300 | +Inf | 03-31-2024 |
