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 |
|---|---|---|---|---|---|---|---|---|---|
| CROWDSTRIKE HLDGS INC | CL A | 351 | $576,421 | 1,798 | 0.00 | 0.00 | -483 | -21.17 | 03-31-2024 |
| MORGAN STANLEY | COM NEW | 352 | $576,182 | 6,119 | 0.00 | 0.00 | 1,028 | 20.19 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 353 | $574,967 | 1,264 | 0.00 | 0.00 | -476 | -27.36 | 03-31-2024 |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 354 | $569,754 | 1,024 | 0.00 | 0.00 | -12 | -1.16 | 03-31-2024 |
