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 | TRS FLT RT BD | 251 | $860,427 | 16,974 | 0.00 | 0.00 | -15,305 | -47.41 | 03-31-2024 |
| PROCTER AND GAMBLE CO | COM | 252 | $858,257 | 5,290 | 0.00 | 0.00 | -466 | -8.10 | 03-31-2024 |
| CANADA GOOSE HLDGS INC | SHS SUB VTG | 253 | $857,780 | 71,126 | 0.00 | 0.00 | 6,442 | 9.96 | 03-31-2024 |
| LOWES COS INC | COM | 254 | $845,704 | 3,320 | 0.00 | 0.00 | -423 | -11.30 | 03-31-2024 |
