Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| DYNAMIC WEALTH STRATEGIES LLC | 08-15-2024 | 06-30-2024 | 244 | 116,366,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK INC | COM | 101 | $98,000 | 125 | 0.08 | 0.09 | 1 | 0.81 | 06-30-2024 |
| ABBOTT LABS | COM | 102 | $97,000 | 935 | 0.08 | 0.09 | 0 | 0.00 | 06-30-2024 |
| SYNOPSYS INC | COM | 103 | $93,000 | 156 | 0.08 | 0.08 | -1 | -0.64 | 06-30-2024 |
| COMCAST CORP NEW | CL A | 104 | $91,000 | 2,329 | 0.08 | 0.09 | 0 | 0.00 | 06-30-2024 |
