Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IAMS WEALTH MANAGEMENT LLC | 08-05-2024 | 06-30-2024 | 139 | 182,576,292 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BLOOMBERG 1-3 MO | 1 | $10,629,378 | 115,811 | 0.01 | 0.00 | 30,491 | 35.74 | 06-30-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $10,543,295 | 22,006 | 0.01 | 0.00 | 8,068 | 57.88 | 06-30-2024 |
| SPDR SER TR | BLOOMBERG 3-12 M | 3 | $10,335,937 | 104,013 | 0.01 | 0.01 | -55,929 | -34.97 | 06-30-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 4 | $6,807,094 | 12,507 | 0.00 | 0.00 | 8,790 | 236.48 | 06-30-2024 |
