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 |
|---|---|---|---|---|---|---|---|---|---|
| JEFFERIES FINL GROUP INC | COM | 651 | $3,406 | 68 | 0.00 | 68 | +Inf | 06-30-2024 | |
| CONSTELLATION ENERGY CORP | COM | 652 | $3,405 | 17 | 0.00 | 17 | +Inf | 06-30-2024 | |
| PLAINS ALL AMERN PIPELINE L | UNIT LTD PARTN | 653 | $3,393 | 190 | 0.00 | 190 | +Inf | 06-30-2024 | |
| MGM RESORTS INTERNATIONAL | COM | 654 | $3,377 | 76 | 0.00 | 76 | +Inf | 06-30-2024 |
