Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PROVIDENT WEALTH MANAGEMENT LLC | 04-22-2024 | 03-31-2024 | 110 | 267,023,191 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MSCI USA MIN VOL | 51 | $832,373 | 9,959 | 0.00 | 0.00 | -165 | -1.63 | 03-31-2024 |
| MICROSOFT CORP | COM | 52 | $822,508 | 1,955 | 0.00 | 0.00 | 111 | 6.02 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 53 | $721,269 | 6,205 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ETFIS SER TR I | VIRTUS PVT CR | 54 | $719,438 | 31,975 | 0.00 | 31,975 | +Inf | 03-31-2024 |
