Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRINCIPLE WEALTH PARTNERS LLC | 02-05-2024 | 12-31-2023 | 335 | 1,161,610,772 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $70,935,140 | 368,437 | 0.01 | 0.01 | -1,027 | -0.28 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 2 | $60,035,433 | 352,942 | 0.01 | 0.01 | -439 | -0.12 | 12-31-2023 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 3 | $43,714,213 | 256,539 | 0.00 | 0.00 | -1,734 | -0.67 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $40,575,082 | 107,901 | 0.00 | 0.00 | 216 | 0.20 | 12-31-2023 |
