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 |
|---|---|---|---|---|---|---|---|---|---|
| GENERAL ELECTRIC CO | COM NEW | 651 | $202,563 | 1,154 | 0.00 | 1,154 | +Inf | 03-31-2024 | |
| WELLS FARGO CO NEW | COM | 652 | $200,954 | 3,467 | 0.00 | 3,467 | +Inf | 03-31-2024 | |
| GOLUB CAP BDC INC | COM | 653 | $190,692 | 11,467 | 0.00 | 0.00 | -5,503 | -32.43 | 03-31-2024 |
| ARES COML REAL ESTATE CORP | COM | 654 | $134,100 | 18,000 | 0.00 | 18,000 | +Inf | 03-31-2024 |
