Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KEYSTONE WEALTH SERVICES LLC | 07-12-2024 | 06-30-2024 | 231 | 321,382,549 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $30,702,912 | 56,106 | 0.01 | 0.01 | 1,331 | 2.43 | 06-30-2024 |
| APPLE INC | COM | 2 | $14,983,087 | 71,138 | 0.00 | 0.00 | 1,039 | 1.48 | 06-30-2024 |
| MICROSOFT CORP | COM | 3 | $9,681,682 | 21,662 | 0.00 | 0.00 | 574 | 2.72 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 4 | $9,274,747 | 191,627 | 0.00 | 0.00 | -46,923 | -19.67 | 06-30-2024 |
