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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 251 | $267,519 | 5,638 | 0.00 | 0.00 | 37 | 0.66 | 06-30-2024 |
| ORACLE CORP | COM | 252 | $265,930 | 1,883 | 0.00 | 0.00 | 92 | 5.14 | 06-30-2024 |
| GENERAL MLS INC | COM | 253 | $262,070 | 4,143 | 0.00 | 0.00 | 17 | 0.41 | 06-30-2024 |
| MICRON TECHNOLOGY INC | COM | 254 | $260,930 | 1,984 | 0.00 | 1,984 | +Inf | 06-30-2024 |
