Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFS ADVISORS LLC | 07-29-2024 | 06-30-2024 | 156 | 118,572,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | ETF | 51 | $192,044 | 491 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD S&P 500 ETF | ETF | 52 | $165,042 | 330 | 0.00 | 0.00 | 119 | 56.40 | 06-30-2024 |
| VISA INC COM CL A | Stock | 53 | $138,584 | 528 | 0.00 | 0.00 | 10 | 1.93 | 06-30-2024 |
| NVIDIA CORPORATION COM | Stock | 54 | $110,815 | 897 | 0.00 | 0.00 | 819 | 1050.00 | 06-30-2024 |
