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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 301 | $272,227 | 7,138 | 0.00 | 0.00 | 34 | 0.48 | 06-30-2024 |
| MONDELEZ INTL INC | CL A | 302 | $271,444 | 4,148 | 0.00 | 0.00 | 238 | 6.09 | 06-30-2024 |
| SELECTQUOTE INC | COM | 303 | $269,098 | 97,499 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| BP PLC | SPONSORED ADR | 304 | $268,180 | 7,429 | 0.00 | 0.00 | -732 | -8.97 | 06-30-2024 |
