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 |
|---|---|---|---|---|---|---|---|---|---|
| ELEVANCE HEALTH INC | COM | 101 | $3,546,607 | 6,840 | 0.00 | 0.00 | 172 | 2.58 | 03-31-2024 |
| SPDR GOLD TR | GOLD SHS | 102 | $3,480,906 | 16,921 | 0.00 | 0.00 | -317 | -1.84 | 03-31-2024 |
| AMGEN INC | COM | 103 | $3,445,674 | 12,119 | 0.00 | 0.00 | 14 | 0.12 | 03-31-2024 |
| PIMCO CORPORATE & INCOME OPP | COM | 104 | $3,217,169 | 216,353 | 0.00 | 0.00 | 22,205 | 11.44 | 03-31-2024 |
