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  Name: Fusion Family Wealth LLC
  City: WOODBURY
  State: NY
  Zip: 11797
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $964,857,000
  Total Value Change : $77,997,000
  Securities Held Change : 0
   
All Securities Held : 42
  New Positions : 1
  Closed Positions : 1
  Increased Positions : 19
  Unchanged Positions : 16
  Decreased Positions : 6

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Holdings Found : 1     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (IDV)1 Year Chart         IDV iShares Dow Jones EPAC Sele... 29 New $0.00 $460,000 16,393 0.05% 460,000 16,393 0.013    Closed - End Fund - E...
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