Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAS WEALTH PARTNERS INC | 01-19-2024 | 12-31-2023 | 433 | 1,052,505,255 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| COCA COLA CO | COM | 151 | $1,161,497 | 19,710 | 0.00 | 0.00 | -2,684 | -11.99 | 12-31-2023 |
| ISHARES TR | RUS MD CP GR ETF | 152 | $1,127,913 | 10,798 | 0.00 | 0.00 | 134 | 1.26 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 153 | $1,123,154 | 2,743 | 0.00 | 2,743 | +Inf | 12-31-2023 | |
| J P MORGAN EXCHANGE TRADED F | SHORT DURA CORE | 154 | $1,097,618 | 23,580 | 0.00 | 0.00 | 262 | 1.12 | 12-31-2023 |
