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 |
|---|---|---|---|---|---|---|---|---|---|
| INVSC SP 500 EQUAL WEIGHT TECH ETF | S&P500 EQL TEC | Liquidated | $0 | 0 | 0.00 | 501 | +Inf | 06-30-2024 | |
| CDW CORP | COM | Liquidated | $0 | 0 | 0.00 | 67 | +Inf | 06-30-2024 | |
| MEDTRONIC PLC F | Equity | 303 | $16,422 | 200 | 0.00 | 200 | +Inf | 06-30-2024 | |
| MEDTRONIC PLC F | SHS | Liquidated | $0 | 0 | 0.00 | 200 | +Inf | 06-30-2024 |
