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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 951 | $118 | 2 | 0.00 | 2 | +Inf | 06-30-2024 | |
| GARRETT MOTION INC | COM | 952 | $103 | 12 | 0.00 | 12 | +Inf | 06-30-2024 | |
| SPDR SER TR | BLOOMBERG HIGH Y | 953 | $94 | 1 | 0.00 | 1 | +Inf | 06-30-2024 | |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 954 | $94 | 2 | 0.00 | 2 | +Inf | 06-30-2024 |
