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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD MEGA CAP VALUE ETF | ETF | 351 | $10,558 | 88 | 0.00 | 88 | +Inf | 06-30-2024 | |
| GARTNER INC | Equity | 352 | $10,494 | 22 | 0.00 | 22 | +Inf | 06-30-2024 | |
| IDEX CORP | Equity | 353 | $10,317 | 53 | 0.00 | 53 | +Inf | 06-30-2024 | |
| ILLINOIS TOOL WORKS | Equity | 354 | $10,274 | 43 | 0.00 | 43 | +Inf | 06-30-2024 |
