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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 401 | $14,623 | 37 | 0.00 | 37 | +Inf | 06-30-2024 | |
| REALTY INCOME CORP | COM | 402 | $14,578 | 276 | 0.00 | 276 | +Inf | 06-30-2024 | |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 403 | $14,287 | 823 | 0.00 | 823 | +Inf | 06-30-2024 | |
| ZIMMER BIOMET HOLDINGS INC | COM | 404 | $14,109 | 130 | 0.00 | 130 | +Inf | 06-30-2024 |
