Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GSB WEALTH MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 215 | 355,375,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI EAFE ETF | 301 | $247,247 | 3,096 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR | MSCI USA MIN VOL | 302 | $242,124 | 2,897 | 0.00 | 0.00 | -54 | -1.83 | 03-31-2024 |
| TESLA INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -4 | -0.41 | 03-31-2024 |
| BRISTOL-MYERS SQUIBB CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -10,089 | -71.00 | 12-31-2023 |
