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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT VEST NAS | 51 | $1,938,372 | 73,229 | 0.00 | 0.00 | -12,665 | -14.74 | 06-30-2024 |
| SPDR SER TR | PORTFOLIO CRPORT | 52 | $1,925,796 | 67,101 | 0.00 | 0.00 | -16,662 | -19.89 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 53 | $1,887,544 | 49,777 | 0.00 | 0.00 | -12,180 | -19.66 | 06-30-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 54 | $1,836,319 | 42,655 | 0.00 | 0.00 | 911 | 2.18 | 06-30-2024 |
