Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| EPG WEALTH MANAGEMENT LLC | 11-13-2023 | 09-30-2023 | 420 | 331,546,586 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST FD DEP | 451 | $212,500 | 10,000 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FIRST TR EXCHNG TRADED FD VI | US EQT BUFFER | 452 | $210,492 | 5,400 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| FIRST TR EXCHANGE TRADED FD | UTILITIES ALPH | 453 | $203,635 | 7,130 | 0.00 | 0.00 | 42 | 0.59 | 09-30-2023 |
| MARATHON PETE CORP | COM | 454 | $203,401 | 1,344 | 0.00 | 1,344 | +Inf | 09-30-2023 |
