Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KIELY WEALTH ADVISORY GROUP INC | 08-13-2024 | 06-30-2024 | 302 | 181,481,160 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| L3HARRIS TECHNOLOGIES IN | Equity | 151 | $92,883 | 405 | 0.00 | 405 | +Inf | 06-30-2024 | |
| NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Equity | 152 | $92,518 | 832 | 0.00 | 832 | +Inf | 06-30-2024 | |
| UNITEDHEALTH GRP INC | Equity | 153 | $90,448 | 160 | 0.00 | 160 | +Inf | 06-30-2024 | |
| PROGRESSIVE CO OHIO | COM | Liquidated | $0 | 0 | 0.00 | 436 | +Inf | 06-30-2024 |
