Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FINANCIAL NETWORK WEALTH ADVISORS LLC | 05-14-2024 | 03-31-2024 | 123 | 100,446,195 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ATMOS ENERGY CORP | COM | 51 | $556,669 | 4,683 | 0.00 | 4,683 | +Inf | 03-31-2024 | |
| ABBOTT LABS | COM | 52 | $553,865 | 4,873 | 0.00 | 4,873 | +Inf | 03-31-2024 | |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 53 | $540,464 | 6,713 | 0.00 | 6,713 | +Inf | 03-31-2024 | |
| VISA INC | COM CL A | 54 | $540,020 | 1,935 | 0.00 | 1,935 | +Inf | 03-31-2024 |
