Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARS WEALTH ADVISORS GROUP LLC | 07-19-2024 | 06-30-2024 | 165 | 770,577,486 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 101 | $646,137 | 6,218 | 0.00 | 0.00 | 351 | 5.98 | 06-30-2024 |
| CSX CORP | COM | 102 | $643,697 | 19,244 | 0.00 | 0.00 | 1 | 0.01 | 06-30-2024 |
| PFIZER INC | COM | 103 | $643,470 | 22,997 | 0.00 | 0.00 | -4,222 | -15.51 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 104 | $640,063 | 17,082 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
