Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAS WEALTH PARTNERS INC 07-26-2024 06-30-2024 436 1,157,109,057
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1 $77,489,922 1,367,148 0.01 0.01 156,746 12.95 06-30-2024
ISHARES TR 10-20 YR TRS ETF 2 $70,548,145 686,934 0.01 0.01 76,245 12.49 06-30-2024
ISHARES TR MORNINGSTAR GRWT 3 $53,697,899 659,598 0.00 0.00 19,277 3.01 06-30-2024
SPDR SER TR S&P 400 MDCP VAL 4 $40,530,321 555,667 0.00 0.00 -8,190 -1.45 06-30-2024
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