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 |
|---|---|---|---|---|---|---|---|---|---|
| WALMART INC | COM | 151 | $1,530,823 | 25,442 | 0.00 | 0.00 | 16,554 | 186.25 | 03-31-2024 |
| ELEVANCE HEALTH INC | COM | 152 | $1,526,260 | 2,943 | 0.00 | 0.00 | -12 | -0.41 | 03-31-2024 |
| HARTFORD FINL SVCS GROUP INC | COM | 153 | $1,522,619 | 14,776 | 0.00 | 0.00 | -2,420 | -14.07 | 03-31-2024 |
| BLOOMIN BRANDS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,852 | 7.74 | 03-31-2024 |
