Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PARTNERSHIP WEALTH MANAGEMENT LLC | 04-10-2024 | 03-31-2024 | 210 | 142,619,600 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ELI LILLY & CO COM | Stock | 1 | $16,881,732 | 21,700 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| ISHARES RUSSELL 1000 GROWTH ETF | ETF | 2 | $5,088,223 | 15,096 | 0.00 | 0.00 | 67 | 0.45 | 03-31-2024 |
| SPDR PORTFOLIO S&P 500 VALUE ETF | ETF | 3 | $4,851,057 | 96,827 | 0.00 | 0.00 | 742 | 0.77 | 03-31-2024 |
| ISHARES CORE S&P MID-CAP ETF | ETF | 4 | $4,301,923 | 70,825 | 0.00 | 0.00 | 57,035 | 413.60 | 03-31-2024 |
