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 |
|---|---|---|---|---|---|---|---|---|---|
| EXACT SCIENCES CORP | COM | 551 | $270,991 | 3,924 | 0.00 | 0.00 | 125 | 3.29 | 03-31-2024 |
| HUMANA INC | COM | 552 | $268,708 | 775 | 0.00 | 0.00 | -12 | -1.52 | 03-31-2024 |
| SPDR SER TR | PORTFOLIO SH TSR | 553 | $268,233 | 9,275 | 0.00 | 0.00 | -895 | -8.80 | 03-31-2024 |
| UNILEVER PLC | SPON ADR NEW | 554 | $265,601 | 5,292 | 0.00 | 0.00 | -3,873 | -42.26 | 03-31-2024 |
