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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 51 | $1,347,519 | 24,612 | 0.00 | 0.00 | -4,026 | -14.06 | 06-30-2024 |
| US BANCORP DEL | COM NEW | 52 | $1,321,193 | 33,279 | 0.00 | 0.00 | 4,562 | 15.89 | 06-30-2024 |
| ANALOG DEVICES INC | COM | 53 | $1,310,273 | 5,740 | 0.00 | 0.00 | 153 | 2.74 | 06-30-2024 |
| BANK AMERICA CORP | COM | 54 | $1,288,733 | 32,404 | 0.00 | 0.00 | -2,269 | -6.54 | 06-30-2024 |
