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 |
|---|---|---|---|---|---|---|---|---|---|
| DNP SELECT INCOME FD INC | COM | 601 | $4,316 | 525 | 0.00 | 525 | +Inf | 06-30-2024 | |
| PG&E CORP | COM | 602 | $4,313 | 247 | 0.00 | 247 | +Inf | 06-30-2024 | |
| BLACK STONE MINERALS L P | COM UNIT | 603 | $4,309 | 275 | 0.00 | 275 | +Inf | 06-30-2024 | |
| POOL CORP | COM | 604 | $4,303 | 14 | 0.00 | 14 | +Inf | 06-30-2024 |
