Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 05-20-2024 | 12-31-2023 | 275 | 811,365,789 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $53,956,150 | 929,317 | 0.01 | 0.01 | 17,644 | 1.94 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 2 | $31,801,840 | 434,748 | 0.00 | 0.00 | 8,360 | 1.96 | 03-31-2024 |
| ISHARES TR | MBS ETF | 3 | $31,421,864 | 339,990 | 0.00 | 0.00 | 33,591 | 10.96 | 03-31-2024 |
| MICROSOFT CORP | COM | 4 | $28,723,944 | 68,273 | 0.00 | 0.00 | 4,240 | 6.62 | 03-31-2024 |
