Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KIELY WEALTH ADVISORY GROUP INC | 05-14-2024 | 03-31-2024 | 285 | 175,670,341 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WISDOMTREE FLOATING RATETREASRY ETF | FLOATNG RAT TREA | 1 | $81,996,631 | 1,629,342 | 0.05 | 1,629,342 | +Inf | 03-31-2024 | |
| ISHARES TREASURY FLOATNGRATE BD ETF | TRS FLT RT BD | 2 | $21,947,880 | 433,196 | 0.01 | 433,196 | +Inf | 03-31-2024 | |
| INVSC S P 500 EQUAL WEIGHT ETF | S&P500 EQL WGT | 3 | $21,175,140 | 129,519 | 0.01 | 129,519 | +Inf | 03-31-2024 | |
| VANGUARD MID CAP ETF | MID CAP ETF | 4 | $12,546,617 | 51,855 | 0.01 | 51,855 | +Inf | 03-31-2024 |
