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 | SHRT NAT MUN ETF | 201 | $1,111,831 | 10,616 | 0.00 | 0.00 | 579 | 5.77 | 03-31-2024 |
| CHURCHILL DOWNS INC | COM | 202 | $1,109,940 | 8,969 | 0.00 | 0.00 | 2,936 | 48.67 | 03-31-2024 |
| AAON INC | COM PAR $0.004 | 203 | $1,109,491 | 12,594 | 0.00 | 0.00 | -61,937 | -83.10 | 03-31-2024 |
| TESLA INC | COM | 204 | $1,094,719 | 6,227 | 0.00 | 0.00 | 1,575 | 33.86 | 03-31-2024 |
