Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FSB PREMIER WEALTH MANAGEMENT INC | 05-10-2024 | 03-31-2024 | 180 | 214,847,119 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VISA INC | COM CL A | 51 | $1,129,793 | 4,048 | 0.00 | 0.00 | 839 | 26.15 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | VEST BUFFERED | 52 | $1,086,365 | 48,240 | 0.00 | 48,240 | +Inf | 03-31-2024 | |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 53 | $1,086,147 | 19,337 | 0.00 | 0.00 | 373 | 1.97 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO S&P400 | 54 | $1,059,561 | 19,864 | 0.00 | 0.00 | -950 | -4.56 | 03-31-2024 |
