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 |
|---|---|---|---|---|---|---|---|---|---|
| INNOVATOR ETFS TRUST | US EQTY ULTRA B | 551 | $5,378 | 157 | 0.00 | 157 | +Inf | 06-30-2024 | |
| VANGUARD WELLINGTON FD | US QUALITY | 552 | $5,364 | 40 | 0.00 | 40 | +Inf | 06-30-2024 | |
| HESS CORP | COM | 553 | $5,311 | 36 | 0.00 | 36 | +Inf | 06-30-2024 | |
| AZEK CO INC | CL A | 554 | $5,308 | 126 | 0.00 | 126 | +Inf | 06-30-2024 |
