Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ADVISORY SOLUTIONS LLC | 04-23-2024 | 03-31-2024 | 125 | 386,140,012 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares U.S. Preferred Stock ETF | COM | Liquidated | $0 | 0 | 0.00 | 12,236 | +Inf | 09-30-2023 | |
| SPDR SER TR | S&P DIVID ETF | 202 | $319,438 | 2,434 | 0.00 | 0.00 | 55 | 2.31 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC | COM | Liquidated | $303,340 | 7,229 | 0.00 | 0.00 | 7,229 | +Inf | 03-31-2024 |
| MCDONALDS CORP | COM | 204 | $293,792 | 1,042 | 0.00 | 1,042 | +Inf | 03-31-2024 |
