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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | ETF | 351 | $35,820 | 438 | 0.00 | 438 | +Inf | 03-31-2024 | |
| ISHARES ESG AWARE MSCI USA ETF | ETF | 352 | $34,603 | 301 | 0.00 | 301 | +Inf | 03-31-2024 | |
| MFA FINL INC COM | REIT | 353 | $34,230 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 | |
| DIGITAL RLTY TR INC COM | REIT | 354 | $33,849 | 235 | 0.00 | 235 | +Inf | 03-31-2024 |
