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 |
|---|---|---|---|---|---|---|---|---|---|
| LYFT INC | CL A COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 14,939 | 3.09 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 52 | $7,337,750 | 15,731 | 0.00 | 0.00 | 14,247 | 960.04 | 06-30-2024 |
| MARSH MCLENNAN COS INC | COM | 53 | $7,262,459 | 34,542 | 0.00 | 0.00 | 31,800 | 1159.74 | 06-30-2024 |
| VANGUARD WORLD FD | MATERIALS ETF | 54 | $7,244,132 | 38,149 | 0.00 | 0.00 | 1,783 | 4.90 | 06-30-2024 |
