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 |
|---|---|---|---|---|---|---|---|---|---|
| DEVON ENERGY CORP NEW | COM | 301 | $27,255 | 575 | 0.00 | 575 | +Inf | 06-30-2024 | |
| VANGUARD INDEX FDS | SMALL CP ETF | 302 | $27,037 | 124 | 0.00 | 124 | +Inf | 06-30-2024 | |
| BLUEPRINT MEDICINES CORP | COM | 303 | $26,945 | 250 | 0.00 | 250 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 304 | $26,167 | 747 | 0.00 | 747 | +Inf | 06-30-2024 |
