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 |
|---|---|---|---|---|---|---|---|---|---|
| ABBVIE INC | COM | 51 | $6,488,897 | 35,634 | 0.00 | 0.00 | 2,946 | 9.01 | 03-31-2024 |
| NEXTERA ENERGY INC | COM | 52 | $6,482,011 | 101,424 | 0.00 | 0.00 | 10,310 | 11.32 | 03-31-2024 |
| STRYKER CORPORATION | COM | 53 | $6,403,329 | 17,893 | 0.00 | 0.00 | 871 | 5.12 | 03-31-2024 |
| EMERSON ELEC CO | COM | 54 | $6,373,437 | 56,193 | 0.00 | 0.00 | 2,976 | 5.59 | 03-31-2024 |
