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 |
|---|---|---|---|---|---|---|---|---|---|
| ONEOK INC NEW | COM | 151 | $102,671 | 1,259 | 0.00 | 1,259 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 152 | $101,374 | 1,005 | 0.00 | 1,005 | +Inf | 06-30-2024 | |
| DOW INC | COM | 153 | $99,044 | 1,867 | 0.00 | 1,867 | +Inf | 06-30-2024 | |
| NOVO-NORDISK A S | ADR | 154 | $97,491 | 683 | 0.00 | 683 | +Inf | 06-30-2024 |
