Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| TRIAD WEALTH PARTNERS LLC | 07-18-2024 | 06-30-2024 | 1003 | 190,817,390 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN COS INC | COM | 101 | $182,273 | 865 | 0.00 | 865 | +Inf | 06-30-2024 | |
| ASTRAZENECA PLC | SPONSORED ADR | 102 | $181,483 | 2,327 | 0.00 | 2,327 | +Inf | 06-30-2024 | |
| MEDTRONIC PLC | SHS | 103 | $180,246 | 2,290 | 0.00 | 2,290 | +Inf | 06-30-2024 | |
| INVESCO QQQ TR | UNIT SER 1 | 104 | $175,839 | 367 | 0.00 | 367 | +Inf | 06-30-2024 |
