Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORY SOLUTIONS LLC | 04-23-2024 | 03-31-2024 | 125 | 386,140,012 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 09-30-2023 |
| CROWN CASTLE INC | COM | 102 | $1,585,757 | 14,984 | 0.00 | 0.00 | 4,951 | 49.35 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO AGRGTE | Liquidated | $1,395,182 | 55,189 | 0.00 | 0.00 | 55,189 | +Inf | 03-31-2024 |
| ISHARES TR | US TREAS BD ETF | Liquidated | $1,386,397 | 60,887 | 0.00 | 0.00 | 60,887 | +Inf | 03-31-2024 |
