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 | 20 YR TR BD ETF | 301 | $667,931 | 7,059 | 0.00 | 0.00 | 1,553 | 28.21 | 03-31-2024 |
| BANK AMERICA CORP | COM | 302 | $657,245 | 17,332 | 0.00 | 0.00 | 5,515 | 46.67 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 303 | $653,023 | 8,447 | 0.00 | 0.00 | 172 | 2.08 | 03-31-2024 |
| SPDR SER TR | NUVEEN BLMBRG SH | 304 | $649,786 | 13,697 | 0.00 | 0.00 | -275 | -1.97 | 03-31-2024 |
