Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRECISION WEALTH STRATEGIES LLC | 05-01-2024 | 03-31-2024 | 100 | 105,797,004 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR NAS100 EQ WEIGHTED | SHS | 51 | $988,474 | 7,978 | 0.00 | 0.00 | 3,182 | 66.35 | 03-31-2024 |
| AAON INC | COM PAR $0.004 | 52 | $971,855 | 11,031 | 0.00 | 0.00 | -334 | -2.94 | 03-31-2024 |
| RYAN SPECIALTY HOLDINGS INC | CL A | 53 | $875,470 | 15,774 | 0.00 | 0.00 | 800 | 5.34 | 03-31-2024 |
| ADVANCED MICRO DEVICES INC | COM | 54 | $852,996 | 4,726 | 0.00 | 0.00 | 821 | 21.02 | 03-31-2024 |
