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 |
|---|---|---|---|---|---|---|---|---|---|
| KIMCO RLTY CORP | COM | 201 | $242,062 | 12,439 | 0.00 | 0.00 | -503,275 | -97.59 | 06-30-2024 |
| SCHWAB STRATEGIC TR | 1000 INDEX ETF | 202 | $241,223 | 4,610 | 0.00 | 4,610 | +Inf | 06-30-2024 | |
| ISHARES TR | SELECT DIVID ETF | 203 | $239,272 | 1,978 | 0.00 | 0.00 | 1 | 0.05 | 06-30-2024 |
| TRUIST FINL CORP | COM | 204 | $237,194 | 6,105 | 0.00 | 0.00 | -5,910 | -49.19 | 06-30-2024 |
