Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
GSB WEALTH MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 215 | 355,375,727 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
BANK AMERICA CORP | COM | 251 | $325,362 | 8,580 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
VANGUARD INDEX FDS | GROWTH ETF | 252 | $325,188 | 945 | 0.00 | 0.00 | -55 | -5.50 | 03-31-2024 |
ISHARES TR | RUS 1000 GRW ETF | 253 | $319,546 | 948 | 0.00 | 0.00 | -49 | -4.91 | 03-31-2024 |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 254 | $315,777 | 4,810 | 0.00 | 0.00 | -3,040 | -38.73 | 03-31-2024 |