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 |
|---|---|---|---|---|---|---|---|---|---|
| AMGEN INC | COM | 101 | $2,600,903 | 8,324 | 0.00 | 0.00 | 1,019 | 13.95 | 06-30-2024 |
| BLACKSTONE INC | COM | 102 | $2,581,523 | 20,852 | 0.00 | 0.00 | 1,674 | 8.73 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 103 | $2,514,860 | 40,001 | 0.00 | 0.00 | 1,060 | 2.72 | 06-30-2024 |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 104 | $2,510,143 | 49,844 | 0.00 | 0.00 | 7,235 | 16.98 | 06-30-2024 |
