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 |
|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO CO NEW | COM | 201 | $59,587 | 1,003 | 0.00 | 1,003 | +Inf | 06-30-2024 | |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 202 | $59,549 | 1,955 | 0.00 | 1,955 | +Inf | 06-30-2024 | |
| FIRST TR EXCHNG TRADED FD VI | FT VEST INTE | 203 | $59,302 | 2,516 | 0.00 | 2,516 | +Inf | 06-30-2024 | |
| NORTHERN LTS FD TR IV | BROOKSTONE VALUE | 204 | $59,227 | 2,036 | 0.00 | 2,036 | +Inf | 06-30-2024 |
