Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP LLC | 01-16-2024 | 12-31-2023 | 130 | 665,328,612 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P 500 DV ARIST | 1 | $43,933,776 | 461,489 | 0.01 | 0.01 | 16,212 | 3.64 | 12-31-2023 |
| AMAZON COM INC | COM | 2 | $37,376,328 | 245,994 | 0.01 | 0.01 | 15,429 | 6.69 | 12-31-2023 |
| SPDR S&P 500 ETF TR | TR UNIT | 3 | $36,789,632 | 77,401 | 0.01 | 0.01 | 2,678 | 3.58 | 12-31-2023 |
| APPLE INC | COM | 4 | $35,575,829 | 184,781 | 0.01 | 0.01 | 17,459 | 10.43 | 12-31-2023 |
