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 |
|---|---|---|---|---|---|---|---|---|---|
| PACER TRENDPILOTTM EUROPEAN ETF | ETF | 201 | $54,752 | 2,140 | 0.00 | 2,140 | +Inf | 06-30-2024 | |
| BIOGEN INC | COM | Liquidated | $0 | 0 | 0.00 | 247 | +Inf | 06-30-2024 | |
| BANK OF AMERICA CORP | COM | Liquidated | $0 | 0 | 0.00 | 1,393 | +Inf | 06-30-2024 | |
| TRACTOR SUPPLY COMP | Equity | 204 | $52,057 | 200 | 0.00 | 200 | +Inf | 06-30-2024 |
