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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD INFRAST PARTNERS | LP INT UNIT | 151 | $397,880 | 14,500 | 0.00 | 14,500 | +Inf | 06-30-2024 | |
| CROWN CASTLE INC | COM | Liquidated | $393,926 | 4,032 | 0.00 | 0.00 | 4,032 | +Inf | 06-30-2024 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 153 | $381,576 | 10,060 | 0.00 | 0.00 | -27,137 | -72.95 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | Liquidated | $0 | 0 | 0.00 | 6,322 | +Inf | 06-30-2024 |
