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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 151 | $25,000 | 145 | 0.02 | 0.04 | -141 | -49.30 | 06-30-2024 |
| STATE STR CORP | COM | 152 | $25,000 | 340 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | 153 | $25,000 | 590 | 0.02 | 0.03 | 0 | 0.00 | 06-30-2024 |
| GARMIN LTD | SHS | 154 | $24,000 | 150 | 0.02 | 0.02 | 0 | 0.00 | 06-30-2024 |
