Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSTAR ADVISORS LLC | 11-14-2022 | 09-30-2022 | 94 | 210,066,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | INF TECH ETF | 101 | $366,000 | 1,189 | 0.17 | 0.16 | -47 | -3.80 | 09-30-2022 |
| TELUS CORPORATION | COM | 102 | $363,000 | 18,159 | 0.17 | 0.33 | -19,925 | -52.32 | 09-30-2022 |
| INTUIT | COM | 103 | $357,000 | 925 | 0.17 | 0.14 | 0 | 0.00 | 09-30-2022 |
| ALTRIA GROUP INC | COM | 104 | $349,000 | 8,658 | 0.17 | 0.28 | -8,748 | -50.26 | 09-30-2022 |
