Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INSIGHT WEALTH STRATEGIES LLC | 04-05-2024 | 03-31-2024 | 159 | 681,187,476 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 101 | $2,133,722 | 5,823 | 0.00 | 5,823 | +Inf | 03-31-2024 | |
| FERGUSON PLC NEW | SHS | 102 | $2,107,413 | 9,648 | 0.00 | 9,648 | +Inf | 03-31-2024 | |
| UNION PAC CORP | COM | 103 | $2,105,594 | 8,562 | 0.00 | 0.00 | -79 | -0.91 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE IN | COM | 104 | $2,098,070 | 15,266 | 0.00 | 0.00 | -415 | -2.65 | 03-31-2024 |
