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 |
|---|---|---|---|---|---|---|---|---|---|
| TORTOISE PWR & ENERGY INFRAS | COM | 501 | $7,106 | 450 | 0.00 | 450 | +Inf | 06-30-2024 | |
| FORD MTR CO DEL | COM | 502 | $7,073 | 564 | 0.00 | 564 | +Inf | 06-30-2024 | |
| AON PLC | SHS CL A | 503 | $7,046 | 24 | 0.00 | 24 | +Inf | 06-30-2024 | |
| PNC FINL SVCS GROUP INC | COM | 504 | $6,997 | 45 | 0.00 | 45 | +Inf | 06-30-2024 |
