Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOURNEY STRATEGIC WEALTH LLC | 05-13-2024 | 03-31-2024 | 417 | 2,259,774,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| JOHNSON & JOHNSON | COM | 1 | $1,088,791,272 | 6,882,807 | 0.05 | 0.05 | 958 | 0.01 | 03-31-2024 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $376,957,138 | 720,663 | 0.02 | 0.01 | 116,336 | 19.25 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 3 | $221,253,433 | 420,850 | 0.01 | 0.01 | 29,949 | 7.66 | 03-31-2024 |
| APPLE INC | COM | 4 | $138,296,891 | 806,489 | 0.01 | 0.01 | 801 | 0.10 | 03-31-2024 |
