Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | 04-23-2024 | 03-31-2024 | 117 | 272,445,294 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 1 | $25,418,780 | 139,197 | 0.01 | 0.01 | 514 | 0.37 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $23,890,399 | 56,785 | 0.01 | 0.01 | -957 | -1.66 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 3 | $21,676,843 | 48,821 | 0.01 | 0.01 | 348 | 0.72 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 4 | $13,190,391 | 227,971 | 0.00 | 0.00 | -768 | -0.34 | 03-31-2024 |
