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 |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 301 | $250,275 | 983 | 0.00 | 0.00 | -133 | -11.92 | 03-31-2024 |
| INVESCO MUNI INCOME OPP TRST | COM | 302 | $247,886 | 37,961 | 0.00 | 0.00 | 206 | 0.55 | 03-31-2024 |
| BLACKROCK MUNIYILD QULT FD I | COM | 303 | $247,361 | 20,193 | 0.00 | 0.00 | 191 | 0.95 | 03-31-2024 |
| LEIDOS HOLDINGS INC | COM | 304 | $228,200 | 1,741 | 0.00 | 1,741 | +Inf | 03-31-2024 |
