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 |
|---|---|---|---|---|---|---|---|---|---|
| BROOKFIELD RENEWABLE CORP | CL A SUB VTG | 901 | $738 | 26 | 0.00 | 26 | +Inf | 06-30-2024 | |
| PLANET FITNESS INC | CL A | 902 | $736 | 10 | 0.00 | 10 | +Inf | 06-30-2024 | |
| CORE & MAIN INC | CL A | 903 | $734 | 15 | 0.00 | 15 | +Inf | 06-30-2024 | |
| ISHARES TR | S&P 500 VAL ETF | 904 | $728 | 4 | 0.00 | 4 | +Inf | 06-30-2024 |
