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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | BBG CONV SEC ETF | 201 | $836,704 | 11,455 | 0.00 | 0.00 | -149 | -1.28 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 202 | $774,365 | 1,473 | 0.00 | 0.00 | 70 | 4.99 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 203 | $754,311 | 4,954 | 0.00 | 4,954 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE DIV GRWTH | 204 | $721,293 | 12,423 | 0.00 | 0.00 | -232 | -1.83 | 03-31-2024 |
