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 |
|---|---|---|---|---|---|---|---|---|---|
| ATLASSIAN CORPORATION | CL A | 801 | $1,592 | 9 | 0.00 | 9 | +Inf | 06-30-2024 | |
| ASPEN TECHNOLOGY INC | COM | 802 | $1,589 | 8 | 0.00 | 8 | +Inf | 06-30-2024 | |
| PALANTIR TECHNOLOGIES INC | CL A | 803 | $1,570 | 62 | 0.00 | 62 | +Inf | 06-30-2024 | |
| PARAMOUNT GLOBAL | CLASS B COM | 804 | $1,548 | 149 | 0.00 | 149 | +Inf | 06-30-2024 |
