Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT WEALTH PARTNERS LLC | 05-10-2024 | 03-31-2024 | 88 | 580,781,170 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TR | TR UNIT | 1 | $416,246,029 | 795,775 | 0.07 | 0.08 | -117,164 | -12.83 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $20,408,672 | 404,533 | 0.00 | 0.00 | 66,995 | 19.85 | 03-31-2024 |
| TEXAS PACIFIC LAND CORPORATI | COM | 3 | $14,222,668 | 24,585 | 0.00 | 0.00 | 16,390 | 200.00 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 4 | $13,388,559 | 577,591 | 0.00 | 0.00 | -2,169 | -0.37 | 03-31-2024 |
