Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PERFROMANCE WEALTH PARTNERS LLC | 04-30-2024 | 03-31-2024 | 167 | 2,382,742,776 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PARKER-HANNIFIN CORP | COM | 51 | $4,275,692 | 7,693 | 0.00 | 0.00 | 66 | 0.87 | 03-31-2024 |
| ISHARES TR | 1 3 YR TREAS BD | 52 | $4,271,592 | 52,233 | 0.00 | 0.00 | -1,193 | -2.23 | 03-31-2024 |
| PIMCO ETF TR | INV GRD CRP BD | 53 | $3,797,721 | 39,539 | 0.00 | 0.00 | -4,190 | -9.58 | 03-31-2024 |
| ISHARES TR | S&P MC 400GR ETF | 54 | $3,750,010 | 41,096 | 0.00 | 0.00 | -4,629 | -10.12 | 03-31-2024 |
