Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FSC WEALTH ADVISORS LLC | 04-16-2024 | 03-31-2024 | 254 | 142,086,295 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 451 | $2,939 | 82 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| RIVIAN AUTOMOTIVE INC | COM CL A | 452 | $2,738 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| NCR ATLEOS CORPORATION | COM SHS | 453 | $2,647 | 134 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| COTERRA ENERGY INC | COM | Liquidated | $0 | 0 | 0.00 | 100 | +Inf | 03-31-2024 |
