Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT INC | 05-10-2024 | 03-31-2024 | 180 | 214,847,119 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQ | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SPDR SER TR | BLOOMBERG EMG MK | 152 | $373,959 | 15,472 | 0.00 | 15,472 | +Inf | 03-31-2024 | |
| ENBRIDGE INC | COM | 153 | $372,660 | 10,300 | 0.00 | 0.00 | 198 | 1.96 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 154 | $371,176 | 7,894 | 0.00 | 7,894 | +Inf | 03-31-2024 |
