Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WAGNER WEALTH MANAGEMENT LLC | 04-15-2024 | 03-31-2024 | 248 | 328,071,732 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS ETF TR | HEDGE IND ETF | 601 | $10,927 | 100 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | CORE US AGGBD ET | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | ISHARES BIOTECH | 603 | $10,292 | 75 | 0.00 | 0.00 | -1 | -1.32 | 03-31-2024 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 604 | $10,243 | 152 | 0.00 | 0.00 | 18 | 13.43 | 03-31-2024 |
