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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | MBS ETF | 751 | $2,112 | 23 | 0.00 | 23 | +Inf | 06-30-2024 | |
| BLACKROCK ETF TRUST II | FLEXIBLE INCOME | 752 | $2,088 | 40 | 0.00 | 40 | +Inf | 06-30-2024 | |
| CANADIAN NAT RES LTD | COM | 753 | $2,065 | 58 | 0.00 | 58 | +Inf | 06-30-2024 | |
| MCCORMICK & CO INC | COM NON VTG | 754 | $2,057 | 29 | 0.00 | 29 | +Inf | 06-30-2024 |
