Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS LLC | 08-09-2024 | 06-30-2024 | 399 | 4,006,578,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | UNIT SER 1 | 101 | $4,337,380 | 9,053 | 0.00 | 0.00 | -143 | -1.56 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 102 | $4,318,103 | 113,874 | 0.00 | 0.00 | -5,552 | -4.65 | 06-30-2024 |
| ABBVIE INC | COM | 103 | $4,314,822 | 25,156 | 0.00 | 0.00 | 8,491 | 50.95 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 104 | $4,283,718 | 121,939 | 0.00 | 0.00 | -1,073 | -0.87 | 06-30-2024 |
