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 |
|---|---|---|---|---|---|---|---|---|---|
| EXXON MOBIL CORP | COM | 51 | $272,000 | 2,364 | 0.23 | 0.23 | 14 | 0.60 | 06-30-2024 |
| TRAVELERS COMPANIES INC | COM | 52 | $261,000 | 1,285 | 0.22 | 0.30 | -226 | -14.96 | 06-30-2024 |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 53 | $253,000 | 4,364 | 0.22 | 0.15 | 1,410 | 47.73 | 06-30-2024 |
| AFLAC INC | COM | 54 | $250,000 | 2,802 | 0.21 | 0.22 | -139 | -4.73 | 06-30-2024 |
