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 |
|---|---|---|---|---|---|---|---|---|---|
| ZILLOW GROUP INC CL A | Stock | 401 | $22,494 | 470 | 0.00 | 470 | +Inf | 03-31-2024 | |
| WOLVERINE WORLD WIDE INC COM | Stock | 402 | $22,420 | 2,000 | 0.00 | 2,000 | +Inf | 03-31-2024 | |
| VIRTUS EQUITY & CONV INCM FD COM | CEF | 403 | $22,390 | 1,000 | 0.00 | 1,000 | +Inf | 03-31-2024 | |
| JETBLUE AWYS CORP COM | Stock | 404 | $22,260 | 3,000 | 0.00 | 3,000 | +Inf | 03-31-2024 |
