Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FAS WEALTH PARTNERS INC 01-19-2024 12-31-2023 433 1,052,505,255
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR SER TR PORTFOLIO S&P400 451 $37,661 773 0.00 0.00 0 0.00 12-31-2023
FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 452 $37,429 292 0.00 0.00 1 0.34 12-31-2023
FIRST TR EXCHANGE TRADED FD INDLS PROD DUR 453 $37,407 577 0.00 0.00 2 0.35 12-31-2023
ISHARES TR U.S. REAL ES ETF 454 $37,296 408 0.00 0.00 0 0.00 12-31-2023
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