Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PURSUE WEALTH PARTNERS LLC | 05-03-2024 | 03-31-2024 | 103 | 169,902,518 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR VALUE LINE DIVID IN | SHS | 51 | $2,146,044 | 50,818 | 0.00 | 0.00 | -6,204 | -10.88 | 03-31-2024 |
| VANECK ETF TRUST | DURABLE HGH DIV | 52 | $2,083,156 | 64,494 | 0.00 | 0.00 | -206 | -0.32 | 03-31-2024 |
| WALMART INC | COM | 53 | $2,078,031 | 34,536 | 0.00 | 0.00 | 23,024 | 200.00 | 03-31-2024 |
| KLAVIYO INC | COM SER A | Liquidated | $0 | 0 | 0.00 | 63,117 | +Inf | 03-31-2024 |
