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 |
|---|---|---|---|---|---|---|---|---|---|
| KLA CORP | COM NEW | 51 | $3,455,127 | 4,946 | 0.00 | 4,946 | +Inf | 03-31-2024 | |
| ISHARES TR | NATIONAL MUN ETF | 52 | $3,425,037 | 31,831 | 0.00 | 0.00 | 1,554 | 5.13 | 03-31-2024 |
| ISHARES TR | MBS ETF | 53 | $3,409,481 | 36,891 | 0.00 | 0.00 | 1,963 | 5.62 | 03-31-2024 |
| ISHARES TR | JPMORGAN USD EMG | 54 | $3,409,378 | 38,021 | 0.00 | 0.00 | 745 | 2.00 | 03-31-2024 |
