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 |
|---|---|---|---|---|---|---|---|---|---|
| OPTION CARE HEALTH INC | COM NEW | 701 | $2,770 | 100 | 0.00 | 100 | +Inf | 06-30-2024 | |
| HERSHEY CO | COM | 702 | $2,757 | 15 | 0.00 | 15 | +Inf | 06-30-2024 | |
| MICROSTRATEGY INC | CL A NEW | 703 | $2,755 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| AUTODESK INC | COM | 704 | $2,742 | 11 | 0.00 | 11 | +Inf | 06-30-2024 |
