Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PREMIER PATH WEALTH PARTNERS LLC | 04-24-2024 | 03-31-2024 | 344 | 531,271,881 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $22,900,739 | 133,480 | 0.00 | 0.01 | -2,969 | -2.18 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $21,380,685 | 50,832 | 0.00 | 0.00 | -58 | -0.11 | 03-31-2024 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 3 | $20,474,721 | 98,279 | 0.00 | 0.00 | 16,628 | 20.36 | 03-31-2024 |
| NVIDIA CORPORATION | COM | 4 | $12,348,587 | 13,633 | 0.00 | 0.00 | -63 | -0.46 | 03-31-2024 |
