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 |
|---|---|---|---|---|---|---|---|---|---|
| T Rowe Price Dividend Growth ETF | ETF | 51 | $602,072 | 15,844 | 0.00 | 0.00 | -440 | -2.70 | 03-31-2024 |
| ISHARES CORE S&P 500 ETF | ETF | 52 | $579,354 | 1,102 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| HERCULES CAPITAL INC COM | CEF | 53 | $577,485 | 31,300 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| JOHNSON & JOHNSON COM | Stock | 54 | $571,355 | 3,612 | 0.00 | 0.00 | 160 | 4.63 | 03-31-2024 |
