Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORZA WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 172 | 192,256,813 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 51 | $1,159,414 | 4,461 | 0.00 | 0.00 | -500 | -10.08 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | 52 | $1,124,253 | 11,479 | 0.00 | 0.00 | 400 | 3.61 | 03-31-2024 |
| ISHARES TR | NATIONAL MUN ETF | 53 | $1,119,040 | 10,400 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 54 | $1,109,763 | 20,464 | 0.00 | 0.00 | -80 | -0.39 | 03-31-2024 |
