Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GSB WEALTH MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 215 | 355,375,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P500 ETF | 1 | $17,224,466 | 32,763 | 0.00 | 0.01 | -3,400 | -9.40 | 03-31-2024 |
| WISDOMTREE TR | FLOATNG RAT TREA | 2 | $14,512,457 | 288,575 | 0.00 | 0.01 | -68,533 | -19.19 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 3 | $10,625,961 | 272,321 | 0.00 | 0.00 | 15,048 | 5.85 | 03-31-2024 |
| APPLE INC | COM | 4 | $7,842,361 | 45,733 | 0.00 | 0.00 | 302 | 0.66 | 03-31-2024 |
