Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
FSC WEALTH ADVISORS LLC | 07-17-2024 | 06-30-2024 | 292 | 135,447,726 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WELLS FARGO CO NEW | COM | 451 | $4,039 | 68 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
SPDR SER TR | PRTFLO S&P500 VL | 452 | $3,802 | 78 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
ISHARES TR | USD INV GRDE ETF | 453 | $3,791 | 76 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
YUM BRANDS INC | COM | 454 | $3,709 | 28 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |