Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH INVESTMENT GROUP LLC | 08-13-2024 | 06-30-2024 | 135 | 791,226,068 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMAZON COM INC | COM | 1 | $51,722,602 | 262,285 | 0.01 | 0.01 | 16,291 | 6.62 | 06-30-2024 |
| APPLE INC | COM | 2 | $50,130,020 | 231,280 | 0.01 | 0.01 | 46,499 | 25.16 | 06-30-2024 |
| PROSHARES TR | S&P 500 DV ARIST | Liquidated | $0 | 0 | 0.01 | 0.01 | 16,212 | 3.64 | 06-30-2024 |
| SPDR SP 500 ETF TR | TR UNIT | 4 | $42,720,366 | 78,337 | 0.01 | 0.01 | 936 | 1.21 | 06-30-2024 |
