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 |
|---|---|---|---|---|---|---|---|---|---|
| TE CONNECTIVITY LTD F | SHS | Liquidated | $0 | 0 | 0.00 | 33 | +Inf | 06-30-2024 | |
| SPDR GOLD SHARES ETF | GOLD SHS | Liquidated | $0 | 0 | 0.00 | 21 | +Inf | 06-30-2024 | |
| MARKEL GROUP INC | Equity | 453 | $4,528 | 3 | 0.00 | 3 | +Inf | 06-30-2024 | |
| MARRIOTT VACATIONS | COM | Liquidated | $0 | 0 | 0.00 | 45 | +Inf | 06-30-2024 |
