Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FSC WEALTH ADVISORS LLC | 07-17-2024 | 06-30-2024 | 292 | 135,447,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PORTFOLIO S&P600 | 251 | $28,401 | 684 | 0.00 | 0.00 | 4 | 0.59 | 06-30-2024 |
| PHILLIPS 66 | COM | 252 | $28,093 | 199 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 253 | $26,966 | 282 | 0.00 | 0.00 | 4 | 1.44 | 06-30-2024 |
| SOUTHERN CO | COM | 254 | $26,917 | 347 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
