Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALPHA FINANCIAL PARTNERS LLC | 05-13-2024 | 03-31-2024 | 73 | 109,880,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | BLACKROCK ULTRA | 51 | $731,564 | 14,469 | 0.00 | 0.00 | 162 | 1.13 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 52 | $705,586 | 963 | 0.00 | 0.00 | -106 | -9.92 | 03-31-2024 |
| PACER FDS TR | US CASH COWS 100 | 53 | $681,996 | 11,736 | 0.00 | 0.00 | -481 | -3.94 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST U.S. | 54 | $661,268 | 17,646 | 0.00 | 17,646 | +Inf | 03-31-2024 |
