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 |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 151 | $1,197,254 | 18,810 | 0.00 | 0.00 | -900 | -4.57 | 06-30-2024 |
| WASTE MGMT INC DEL | COM | 152 | $1,193,071 | 5,592 | 0.00 | 0.00 | -164 | -2.85 | 06-30-2024 |
| ISHARES TR | RUS MD CP GR ETF | 153 | $1,192,215 | 10,804 | 0.00 | 0.00 | 6 | 0.06 | 06-30-2024 |
| ISHARES TR | SP SMCP600VL ETF | 154 | $1,160,924 | 11,935 | 0.00 | 0.00 | 464 | 4.04 | 06-30-2024 |
