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 |
|---|---|---|---|---|---|---|---|---|---|
| THERMO FISHER SCIENTIFIC INC | COM | 251 | $43,134 | 78 | 0.00 | 78 | +Inf | 06-30-2024 | |
| ISHARES TR | RUS MDCP VAL ETF | 252 | $42,621 | 353 | 0.00 | 353 | +Inf | 06-30-2024 | |
| GRAINGER W W INC | COM | 253 | $41,503 | 46 | 0.00 | 46 | +Inf | 06-30-2024 | |
| SPDR SER TR | BLOOMBERG 1-3 MO | 254 | $41,485 | 452 | 0.00 | 452 | +Inf | 06-30-2024 |
