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 |
|---|---|---|---|---|---|---|---|---|---|
| INGERSOLL RAND INC | COM | 501 | $320,836 | 3,379 | 0.00 | 0.00 | 303 | 9.85 | 03-31-2024 |
| DANAHER CORPORATION | COM | 502 | $320,523 | 1,284 | 0.00 | 0.00 | 191 | 17.47 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US EQUITY ETF | 503 | $313,504 | 5,502 | 0.00 | 0.00 | -773 | -12.32 | 03-31-2024 |
| EATON CORP PLC | SHS | 504 | $313,305 | 1,002 | 0.00 | 0.00 | 80 | 8.68 | 03-31-2024 |
