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 |
|---|---|---|---|---|---|---|---|---|---|
| VERALTO CORP | COM SHS | Liquidated | $0 | 0 | 0.00 | 32 | +Inf | 06-30-2024 | |
| ESTEE LAUDER CO INC CLASS A | Equity | 502 | $3,032 | 33 | 0.00 | 33 | +Inf | 06-30-2024 | |
| RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | SPONSORED ADR | Liquidated | $0 | 0 | 0.00 | 43 | +Inf | 06-30-2024 | |
| FORTIVE CORP DISC | Equity | 504 | $2,948 | 43 | 0.00 | 43 | +Inf | 06-30-2024 |
