Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT INC | 05-10-2024 | 03-31-2024 | 180 | 214,847,119 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $15,977,426 | 33,238 | 0.01 | 0.01 | -675 | -1.99 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 2 | $10,698,840 | 245,386 | 0.00 | 0.01 | -100 | -0.04 | 03-31-2024 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 3 | $9,471,075 | 110,579 | 0.00 | 0.00 | -10,922 | -8.99 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P500 | 4 | $9,016,394 | 146,536 | 0.00 | 0.00 | -7,589 | -4.92 | 03-31-2024 |
