Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PHILLIPS WEALTH PLANNERS LLC | 04-29-2024 | 03-31-2024 | 174 | 86,960,912 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LYONDELLBASELL INDUSTRIES N | SHS - A - | 151 | $247,875 | 2,500 | 0.00 | 0.00 | 140 | 5.93 | 03-31-2024 |
| SOUTHERN CO | COM | 152 | $244,759 | 3,612 | 0.00 | 0.00 | 134 | 3.85 | 03-31-2024 |
| FACTSET RESH SYS INC | COM | 153 | $244,705 | 573 | 0.00 | 0.00 | 83 | 16.94 | 03-31-2024 |
| DOLLAR GEN CORP NEW | COM | 154 | $243,728 | 1,681 | 0.00 | 1,681 | +Inf | 03-31-2024 |
