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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SELECT DIVID ETF | 251 | $413,224 | 3,355 | 0.00 | 0.00 | 11 | 0.33 | 03-31-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 252 | $391,355 | 1,137 | 0.00 | 0.00 | 18 | 1.61 | 03-31-2024 |
| WEC ENERGY GROUP INC | COM | 253 | $346,812 | 4,223 | 0.00 | 0.00 | 33 | 0.79 | 03-31-2024 |
| NETFLIX INC | COM | 254 | $335,246 | 552 | 0.00 | 0.00 | -9 | -1.60 | 03-31-2024 |
