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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 351 | $210,077 | 2,056 | 0.00 | 0.00 | -94 | -4.37 | 06-30-2024 |
| VANGUARD INDEX FDS | MID CAP ETF | 352 | $209,015 | 863 | 0.00 | 0.00 | -105 | -10.85 | 06-30-2024 |
| ASTRAZENECA PLC | SPONSORED ADR | 353 | $206,672 | 2,650 | 0.00 | 2,650 | +Inf | 06-30-2024 | |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 354 | $204,512 | 2,838 | 0.00 | 0.00 | 81 | 2.94 | 06-30-2024 |
