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 |
|---|---|---|---|---|---|---|---|---|---|
| NATIONAL GRID PLC | SPONSORED ADR NE | 851 | $1,193 | 21 | 0.00 | 21 | +Inf | 06-30-2024 | |
| CERTARA INC | COM | 852 | $1,177 | 85 | 0.00 | 85 | +Inf | 06-30-2024 | |
| UNITI GROUP INC | COM | 853 | $1,168 | 400 | 0.00 | 400 | +Inf | 06-30-2024 | |
| NORTHWESTERN ENERGY GROUP IN | COM NEW | 854 | $1,152 | 23 | 0.00 | 23 | +Inf | 06-30-2024 |
