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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 151 | $1,597,692 | 50,006 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| THERMO FISHER SCIENTIFIC INC | COM | 152 | $1,562,480 | 2,688 | 0.00 | 0.00 | -15 | -0.55 | 03-31-2024 |
| T-MOBILE US INC | COM | 153 | $1,558,066 | 9,546 | 0.00 | 0.00 | 1,395 | 17.11 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 154 | $1,554,083 | 16,584 | 0.00 | 0.00 | 103 | 0.62 | 03-31-2024 |
