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 |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 251 | $238,270 | 1,511 | 0.00 | 0.00 | 67 | 4.64 | 06-30-2024 |
| BROADCOM INC | COM | 252 | $236,345 | 144 | 0.00 | 0.00 | -198 | -57.89 | 06-30-2024 |
| WELLS FARGO CO NEW | COM | 253 | $236,148 | 3,897 | 0.00 | 0.00 | -1,882 | -32.57 | 06-30-2024 |
| VANGUARD INDEX FDS | LARGE CAP ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 50 | 4.88 | 06-30-2024 |
