Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GSB WEALTH MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 215 | 355,375,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 201 | $549,344 | 1,337 | 0.00 | 0.00 | 2 | 0.15 | 03-31-2024 |
| ISHARES GOLD TR | ISHARES NEW | 202 | $549,304 | 13,076 | 0.00 | 0.00 | -11 | -0.08 | 03-31-2024 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS I | 203 | $535,202 | 8,900 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 204 | $528,118 | 8,510 | 0.00 | 0.00 | -113 | -1.31 | 03-31-2024 |
