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 |
|---|---|---|---|---|---|---|---|---|---|
| SERVICENOW INC | COM | 51 | $372,095 | 473 | 0.00 | 473 | +Inf | 06-30-2024 | |
| SALESFORCE INC | COM | 52 | $369,453 | 1,437 | 0.00 | 0.00 | 684 | 90.84 | 06-30-2024 |
| COSTCO WHSL CORP NEW | COM | 53 | $362,177 | 426 | 0.00 | 426 | +Inf | 06-30-2024 | |
| TESLA INC | COM | 54 | $359,370 | 1,816 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
