Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT WEALTH PARTNERS LLC | 07-18-2024 | 06-30-2024 | 91 | 578,069,825 |
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 | $406,004,371 | 746,231 | 0.07 | 0.07 | -49,544 | -6.23 | 06-30-2024 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 2 | $29,471,517 | 583,941 | 0.01 | 0.00 | 179,408 | 44.35 | 06-30-2024 |
| TEXAS PACIFIC LAND CORPORATI | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 16,390 | 200.00 | 06-30-2024 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 26 | 4 | $13,081,592 | 567,162 | 0.00 | 0.00 | -10,429 | -1.81 | 06-30-2024 |
