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 |
|---|---|---|---|---|---|---|---|---|---|
| GLADSTONE CAPITAL CORP | COM NEW | 451 | $10,122 | 435 | 0.00 | 435 | +Inf | 06-30-2024 | |
| DEERE & CO | COM | 452 | $10,088 | 27 | 0.00 | 27 | +Inf | 06-30-2024 | |
| UNILEVER PLC | SPON ADR NEW | 453 | $10,008 | 182 | 0.00 | 182 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 454 | $9,962 | 280 | 0.00 | 280 | +Inf | 06-30-2024 |
