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  Name: FSB PREMIER WEALTH MANAGEMENT INC.
  City: WATERLOO
  State: IA
  Zip: 50701
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $214,851,000
  Total Value Change : $15,157,000
  Securities Held Change : 5
   
All Securities Held : 180
  New Positions : 11
  Closed Positions : 7
  Increased Positions : 90
  Unchanged Positions : 12
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DAPR)1 Year Chart         DAPR Ft Cboe Vest Us Equity Deep... 181 Closed $0.00 $0 0 0% -343,000 -10,599 0    N/A
   (DMAY)1 Year Chart         DMAY Ft Cboe Vest Us Equity Deep... 187 Closed $0.00 $0 0 0% -392,000 -10,855 0    N/A
   (SRC)1 Year Chart         SRC Spirit Realty Capital Inc 186 Closed $0.00 $0 0 0% -219,000 -5,002 0    Diversified Investments
   (WMB)1 Year Chart         WMB Williams Companies Inc 185 Closed $40.95 $0 0 0% -210,000 -6,029 0    Oil & Gas Pipelines &...
   (FMHI)1 Year Chart         FMHI First Trust Municipal High ... 184 Closed $0.00 $0 0 0% -251,000 -5,274 0    N/A
   (EMLP)1 Year Chart         EMLP First Trust North American ... 183 Closed $30.86 $0 0 0% -219,000 -7,914 0    N/A
   (DJUN)1 Year Chart         DJUN Ft Cboe Vest Us Equity Deep... 182 Closed $0.00 $0 0 0% -237,000 -6,241 0    N/A

      7 Records Found
  1    
Page 1 of 1
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