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 |
|---|---|---|---|---|---|---|---|---|---|
| BLACKROCK SCIENCE TECHNO | Equity | 401 | $6,618 | 193 | 0.00 | 193 | +Inf | 06-30-2024 | |
| J B HUNT TRANSPORT | Equity | 402 | $6,554 | 40 | 0.00 | 40 | +Inf | 06-30-2024 | |
| ISHARES TR IS 1-5 YR IN GR CR BD ETF | ETF | 403 | $6,535 | 126 | 0.00 | 126 | +Inf | 06-30-2024 | |
| J B HUNT TRANSPORT | COM | Liquidated | $0 | 0 | 0.00 | 40 | +Inf | 06-30-2024 |
