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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | IBOXX INV CP ETF | 151 | $334,781 | 3,125 | 0.00 | 0.00 | 10 | 0.32 | 06-30-2024 |
| FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 152 | $334,003 | 18,182 | 0.00 | 0.00 | -300 | -1.62 | 06-30-2024 |
| CONSTELLATION ENERGY CORP | COM | 153 | $326,240 | 1,629 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| GE AEROSPACE | COM NEW | 154 | $325,094 | 2,045 | 0.00 | 0.00 | -349 | -14.58 | 06-30-2024 |
