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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES GOLD ETF | ETF | 51 | $356,020 | 7,781 | 0.00 | 7,781 | +Inf | 06-30-2024 | |
| DUKE ENERGY CORP | COM NEW | Liquidated | $0 | 0 | 0.00 | 3,585 | +Inf | 06-30-2024 | |
| LOWES COMPANIES INC | COM | Liquidated | $0 | 0 | 0.00 | 1,530 | +Inf | 06-30-2024 | |
| BLACKROCK INC | COM | Liquidated | $0 | 0 | 0.00 | 450 | +Inf | 06-30-2024 |
