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 |
