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
INDEPENDENCE RLTY TR INC COM 151 $565,311 30,166 0.00 0.00 0 0.00 06-30-2024
ISHARES TR MSCI USA VALUE 152 $565,055 5,462 0.00 0.00 1 0.02 06-30-2024
CALIFORNIA BANCORP INC COM 153 $564,375 26,250 0.00 0.00 0 0.00 06-30-2024
ISHARES TR SELECT DIVID ETF 154 $563,343 4,656 0.00 0.00 1 0.02 06-30-2024
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