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 |
|---|---|---|---|---|---|---|---|---|---|
| CISCO SYS INC | COM | 251 | $236,823 | 4,745 | 0.00 | 0.00 | -5 | -0.11 | 03-31-2024 |
| VISA INC | COM CL A | 252 | $236,660 | 848 | 0.00 | 0.00 | 48 | 6.00 | 03-31-2024 |
| DAVIS FUNDAMENTAL ETF TR | SELECT WRLD WI | 253 | $232,922 | 7,169 | 0.00 | 7,169 | +Inf | 03-31-2024 | |
| SNAP ON INC | COM | 254 | $231,940 | 783 | 0.00 | 783 | +Inf | 03-31-2024 |
