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 |
|---|---|---|---|---|---|---|---|---|---|
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 401 | $473,148 | 7,322 | 0.00 | 0.00 | -40,352 | -84.64 | 12-31-2023 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 402 | $460,315 | 12,844 | 0.00 | 0.00 | 181 | 1.43 | 03-31-2024 |
| NETAPP INC | COM | 403 | $457,963 | 5,195 | 0.00 | 0.00 | -496 | -8.72 | 12-31-2023 |
| DIGITAL RLTY TR INC | COM | 404 | $455,887 | 3,165 | 0.00 | 3,165 | +Inf | 03-31-2024 |
