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 |
|---|---|---|---|---|---|---|---|---|---|
| DOW INC | COM | 601 | $228,939 | 3,952 | 0.00 | 3,952 | +Inf | 03-31-2024 | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 602 | $226,003 | 2,433 | 0.00 | 2,433 | +Inf | 03-31-2024 | |
| INTEL CORP | COM | 603 | $225,103 | 4,480 | 0.00 | 4,480 | +Inf | 12-31-2023 | |
| CONOCOPHILLIPS | COM | 604 | $222,039 | 1,744 | 0.00 | 1,744 | +Inf | 03-31-2024 |
