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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 201 | $634,255 | 769 | 0.00 | 0.00 | 20 | 2.67 | 06-30-2024 |
| BLACKROCK INC | COM | 202 | $628,483 | 798 | 0.00 | 0.00 | -23 | -2.80 | 06-30-2024 |
| VANECK ETF TRUST | VANECK SHRT MUNI | 203 | $624,943 | 36,761 | 0.00 | 0.00 | 3,048 | 9.04 | 06-30-2024 |
| AT&T INC | COM | 204 | $624,740 | 32,692 | 0.00 | 0.00 | 678 | 2.12 | 06-30-2024 |
